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T190
Level 1
posted
‎February 17, 2023 01:28 AM
last updated ‎February 17, 2023 1:28 AM

Is it possible to insert a hyperlink to our payment platform into the email message that accompanies invoices (QBO Ireland edition)?

Have tried just pasting the link into the message in the invoice templates, but when the email reaches customer it just appears as "<>" with no hyperlink in between
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Best answer February 17, 2023
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Mark_R
QuickBooks Team
QuickBooks Team
‎February 17, 2023 09:33 AM

Is it possible to insert a hyperlink to our payment platform into the email message that accompanies invoices (QBO Ireland edition)?

Welcome back, @T190.

 

Yes, QuickBooks allows you to add URLs in your invoice email message template. To do so, you can follow the steps below:

 

  1. Sign in to your QuickBooks Online (QBO) account.
  2. Click the Gear icon, then select Custom form styles.
  3. Select the invoice template you want to edit and click Edit under the Action column.
  4. Go to the Emails tab.
  5. In the Message to customer field, enter your message and add the URL.
  6. Click Done.

 

I'm adding this article to learn more about customising sales forms in QBO: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

You may also want to view all your sales transactions in QBO. You can go to the Sales menu and select All Sales. This will give you a great view of the status of sales transactions, open invoices, and paid invoices. 

 

Our doors are always open to help you again if you have any other concerns or follow-up questions on managing email messages for invoices. Have a great day ahead!

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9 Comments 9
Fiat Lux - ASIA
Level 15
‎February 17, 2023 01:48 AM

Is it possible to insert a hyperlink to our payment platform into the email message that accompanies invoices (QBO Ireland edition)?

Which payment platform do you need to use? Paypal or else?

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GebelAlainaM
QuickBooks Team
QuickBooks Team
‎February 17, 2023 03:12 AM

Is it possible to insert a hyperlink to our payment platform into the email message that accompanies invoices (QBO Ireland edition)?

Hello there, @T190. I'm here to help you with your concern.
 

Beforehand, I'd like to know more details about your concern. May I know what payment portal you're using? That way, I can provide you with a resolution that fits your concern. A screenshot would also be a great help.
 

I'll be waiting for your reply. Take care!

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T190
Level 1
‎February 17, 2023 05:02 AM

Is it possible to insert a hyperlink to our payment platform into the email message that accompanies invoices (QBO Ireland edition)?

Hi,

 

Easy Payments Plus. An Irish platform that caters specifically to the needs of the education sector

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Fiat Lux - ASIA
Level 15
‎February 17, 2023 05:37 AM

Is it possible to insert a hyperlink to our payment platform into the email message that accompanies invoices (QBO Ireland edition)?

Consider having a free invoicing app as a workaround to insert URL as the the payment link and use a connector to mirror invoice data to QBO.

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SirielJeaB
QuickBooks Team
QuickBooks Team
‎February 17, 2023 06:14 AM

Is it possible to insert a hyperlink to our payment platform into the email message that accompanies invoices (QBO Ireland edition)?

It's our pleasure to have you back in the thread, @T190. I appreciate you for giving us further details about your payment platform.

 

It would be convenient for you to include a link to your payment platform in the email messages that facilitate invoices in QuickBooks Online. Your payment platform, however, is not integrated with QBO. I would suggest contacting their support to see if they have a feature that allows you to insert a hyperlink to invoices. They may be able to provide you with additional information about Easy Payments Plus.

 

You may want to check this article to know how to use QuickBooks Apps in the future: How to use QuickBooks Apps.

 

Please let me know if you have further questions about managing payments or invoices in QuickBooks Online. I'm always willing to help. Have a wonderful day!

Reply
T190
Level 1
‎February 17, 2023 07:31 AM

Is it possible to insert a hyperlink to our payment platform into the email message that accompanies invoices (QBO Ireland edition)?

EPP advise that the portal page is just hosted on a standard URL.

Does QBO allow a normal URL be included in the email message template (or in the invoice template)?

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Mark_R
QuickBooks Team
QuickBooks Team
‎February 17, 2023 09:33 AM

Is it possible to insert a hyperlink to our payment platform into the email message that accompanies invoices (QBO Ireland edition)?

Welcome back, @T190.

 

Yes, QuickBooks allows you to add URLs in your invoice email message template. To do so, you can follow the steps below:

 

  1. Sign in to your QuickBooks Online (QBO) account.
  2. Click the Gear icon, then select Custom form styles.
  3. Select the invoice template you want to edit and click Edit under the Action column.
  4. Go to the Emails tab.
  5. In the Message to customer field, enter your message and add the URL.
  6. Click Done.

 

I'm adding this article to learn more about customising sales forms in QBO: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

You may also want to view all your sales transactions in QBO. You can go to the Sales menu and select All Sales. This will give you a great view of the status of sales transactions, open invoices, and paid invoices. 

 

Our doors are always open to help you again if you have any other concerns or follow-up questions on managing email messages for invoices. Have a great day ahead!

Reply
Douglas66
Level 1
‎April 03, 2023 12:12 PM

Is it possible to insert a hyperlink to our payment platform into the email message that accompanies invoices (QBO Ireland edition)?

I want to put the hyperlink when sending statements, not invoices. Can this be done?

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MariaSoledadG
QuickBooks Team
QuickBooks Team
‎April 03, 2023 01:20 PM

Is it possible to insert a hyperlink to our payment platform into the email message that accompanies invoices (QBO Ireland edition)?

Having the option to send hyperlinks when sending statements is convenient for your business needs. Let me guide you on how you can send a request for this function, sunset.

 

For now, inserting hyperlinks to statements is unavailable. As a workaround, you can export your statement and insert it from there when you email them to your customer. 

 

You'll also want to send feedback to let our product team know how convenient is this for your business needs. To do so, you can follow the steps below:

 

  1. Select the Gear icon at the top, then Feedback.
  2. Enter your comments or product suggestions. Then click Next to submit feedback.

 

In addition, you may need to record the payment for your customer so the invoice will be marked as paid, check out this article for more details: Record Invoice Payments In QuickBooks Online.

 

Please get back to us if you need further assistance with sending a statement. We'll be right here to help you. 

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