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Other questions
Hello, @jennifer62.
I'm happy to help you get the credit card link back to your invoice emails.
First you'll want to make sure you have the payment options turned on. The steps below will show you how:
- Navigate to the Edit tab and click Preferences.
- Chose Payments, then select the Company Preferences menu.
- In the Online Payments section, check the boxes of the payment methods you want to make available to your customers, then press OK.
- Push Apply to existing customer.
Next, you can apply the payment link to your customer's invoices so they can pay you online. Here's how:
- Go to the Customers menu and choose to Create Invoices.
- Select a customer from the Customer: Job drop-down box.
- Review the online payment options available next to Your customer can pay online using.
- (optional) change the payment option by clicking the Change link, checking the boxes for the options you want, and pressing Save.
- Add the products/services you need to sell and fill out the rest of the invoice.
- Then push Main at the top of the invoice, choose the Email drop-down, and select Invoice.
- Review the invoice message and press Send when you're ready.
Now you're ready to send the invoice to your customer with the attached link included and accept their payment. You can check out this article about sending online invoices in QuickBooks Desktop for more information.
I'm only a few clicks away should you have any other questions. Enjoy the rest of your week!