Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Solved! Go to Solution.
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:
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!
Which payment platform do you need to use? Paypal or else?
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!
Hi,
Easy Payments Plus. An Irish platform that caters specifically to the needs of the education sector
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.
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!
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)?
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:
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!
I want to put the hyperlink when sending statements, not invoices. Can this be done?
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:
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.
But how to hyperlink? You can add text in the "message to customer" field but I don't see a text editor or any way to add a hyperlink
I can see the need to add a hyperlink to your invoice email message, Jason.
The functionality is not currently available in QuickBooks Online. To ensure that our product development team fully understands your needs, I'd suggest sending feedback to our product development team.
Please know that we receive numerous requests from our customers for new features, and the time it takes to implement them varies based on demand and specific needs.
As an alternative solution, consider looking into a third-party application that allows you to incorporate a hyperlink into an invoice, which can seamlessly integrate with QuickBooks. You can visit our QuickBooks App Store to find one.
I'm also sharing this article that offers a concise overview of your business for future reference.: Run reports in QuickBooks Online.
You can always get back to us if you have further questions about managing your invoices or other tasks in QuickBooks. I'm always available to help.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here