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lilsooz2882
Level 1

How do I create a hyperlink for the invoice to send in body of email, not directly from QB?

 
1 Comment 1
MaryLandT
Moderator

How do I create a hyperlink for the invoice to send in body of email, not directly from QB?

I'm here to provide some insights about creating a hyperlink for the invoice, , lilsooz2882.

 

Creating a hyperlink for the invoice is available in QuickBooks Online. For QuickBooks Self-Employed, there's a Pay Now button on the email you've sent if you've set up online payments.

 

Your customers will click this button and have them pay their invoices electronically. If you don't have an account, check this link and sign up whenever you want: QuickBooks Payments.

 

If you're referring to something else, you can always modify the body of the email. Let me show you how:

 

  1. Go to Invoices from the left menu.
  2. Find the invoice you want to edit.
  3. Click the arrow under the Action column, then choose Edit.
  4. Click Customize, then Email.
  5. Enter the information that you want in the Message box.
  6. Click Email.
    customize the email of the invoice.PNG

 

Learn more about tracking customer's job through this link: Create invoices in QuickBooks Self-Employed.

 

Once you receive the payment, you can either manually enter the transaction. Or connect your bank account so transactions are downloaded automatically on the Transactions page in QuickBooks.

 

Stay in touch with me if you have follow-up questions about this by commenting below. I'm always right here to help you.

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