It's great to have you join this forum, jeff. Let me provide information to help you create and manage customer payments in your account.
QuickBooks Online provides a straightforward method for creating payment links. These links simplify the process of charging and collecting payments, making it more convenient for businesses to receive payments. You can set the amount in the invoice, but your customer cannot edit the amount.
If you haven't signed up for QuickBooks Payments yet, you can refer to the steps below to set up a payment link and how to send it directly to your clients:
- Log in to your QuickBooks account and switch to Business View.
- Go to the Get Paid & Pay menu on the left navigation panel.
- Select Payment Links.
- Click Get Started and follow the onscreen instructions.
- Once done, choose Create my link to generate your payment link. You can customize the Payment link URL if need be.
- Enter the details.
- Then, click Send Payment Link.
You’ll receive an email confirmation when your customer receives and complete the procedure. I'm sharing this guide to help you explore how to generate and use payment links in the program: How to use payment links in QuickBooks Online.
Moreover, if you’re interested to learn about using a Merchant Services account, how to accept electronic customer payments, and when the system deposits the amounts into your bank account, check out these references below:
Keep me posted if there's anything else you need further assistance with when managing payments from your customers. I'll always be around whenever you require additional help. Stay safe and have a great weekend ahead!
