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millershomewatch
Level 1

Can you add a payment link to statments?

I want to add a payment link to my statements
4 Comments 4
efenzer-gmail-co
Level 1

Can you add a payment link to statments?

I'm in Europe! I don't have a paid link! Can you help?

AileneA
QuickBooks Team

Can you add a payment link to statments?

Hello, miller. 

 

To seamlessly integrate a payment link with QuickBooks Online, you will need to sign up for a QuickBooks Payments or Merchant Service account. QuickBooks Payments is a built-in payment solution offered by Intuit. The feature can be added to your invoice and sent via email or text. Additionally, you have the option to send the payment link as a QR code, allowing customers to scan and make payments effortlessly using their mobile devices.

 

If you haven't signed up for QuickBooks Payments yet, you can follow these steps:

 

  1. Go to the Gear icon in the top right corner.
  2. Select Account and Settings.
  3. In the left-hand menu, choose Payments.
  4. Click Activate payments.
  5. Enter all the information needed.

 

Once you sign up for a payment account, your application will be reviewed and subject to eligibility criteria, credit, and application approval.

 

For more detailed steps on signing up for payments in QBO, refer to this article: Sign up for QuickBooks Payments. Also, check out this article to learn how payment links work: How to use payment links.

 

Also, QuickBooks Payment or Merchant services are only offered in the US region, efenzer. In the meantime, you may want to utilize a third-party payment processor and connect it to your QuickBooks Online account. Search for one from the Apps menu, then go to Find apps

 


 

 

Lastly, these articles may be helpful for gaining more insight into processing payments and staying informed about deposit times. They will provide additional details and ensure you stay updated with the latest information.

 


 Please let me know if there's anything else you need help with regarding processing and accepting customer payments in QBO. I'm always here to help. Have a great day.

lloyd2024
Level 1

Can you add a payment link to statments?

We have already QB merchant but what we are looking for is the option to add invoice payment links to statements.  Currently, when we send a statement it does not include the link for each unpaid invoice which means we have to send all correspondence separately,

 

We need the statement to include a "Link" for each open invoice on the statement in which a customer can click to submit payment.  

AileneA
QuickBooks Team

Can you add a payment link to statments?

QuickBooks lets you include a payment link once you already have a QB Payment account, lloyd2024.

 

In QuickBooks, you can easily share the payment link with your customer through various ways. This includes sending it via email and text message. Doing so provides your customers convenient access to the payment link, allowing them to make payments quickly and securely. 

 

To add a payment link to QuickBooks Online, follow these steps:

 

  1. Go to Sales and select Payment Links.
  2. Click New.
  3. Enter a Description for the payment link. This is what your customer will see.
  4. Select a Customer from the drop-down menu.
  5. Enter the Amount that the customer owes.
  6. Choose a Payment Method.
  7. Click Send.

 

Following these steps will successfully add a payment link to your invoices in QuickBooks Online. They can conveniently pay using their preferred payment method (credit card, ACH, etc.) through QuickBooks Payments.

 

For more details, refer to this video article about adding payment links in the system: How to use payment links

 

Additionally, I have included resources to help you learn more about accepting electronic customer payments for online invoices and in-person sales, enabling you to track your sales records accurately.

 

 

If you have any further questions or need additional assistance adding payment links, you can always get back to the Community. Have a great day.

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