If you wish your customers should pay you online, then it is imperative that you activate your particular merchant service. If the Intuit merchant service is not activated, it is not possible to conduct any online transaction or payment. Now let’s move on to learn how to add a payment link to an invoice.
You can enable QuickBooks payment by simply pressing on Online Payment Get Set up which is seen on the top of the invoice. Once the merchant service is activated, the customer will have the option of online payment.
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In more elaborative terms, the payment links are considered to be as payment tools that enable QuickBooks Desktop users to accumulate payments since they provide their customers with a payment link to get paid superfast. Payment links can also Accumulate Advance Payments prior to an invoice being generated or at the beginning of the work, thereby turning payment links highly suitable.
How to Add a Payment Link to an Invoice?
Here are the easy steps to add a payment link to an invoice. Make sure that you follow the instructions in the given order:
Step 1: Press on Invoice.
Step 2: You can choose an Existing Customer or you can press on Add a New Customer.
Step 3: Now, enter all the data related to the Products or Services that you are offering and make sure you mention the price.
Step 4: Make sure that while doing these steps, the Online Payment option must be ON. Now, after that press on Save and Send.
Step 5: Now, after the Save and Send option, the software QuickBooks will show you a preview of the particular invoice. In the provided preview, you need to select a payment method such as a Bank Transfer or Credit Card Transfer.
Step 6: While doing all the steps, you need to press Send and Close in order to email your invoice.
Step 7: Now, Your Customer or Client will get an email with the invoice and a link.
Step 8: Now, customers will need to open the same email and choose the option, View Invoice now.
Step 9: On the given invoice, you will see a button for Pay Now. Press on it.
Step 10: Now the customers will need to open the same particular email and choose the View Invoice now.
Step 11: On the particular Invoice, you will see a Pay Now button. Press on it.
Step 12: After that, enter all the Bank Account and credit card detail. When the payment is complete, you along with your customer will receive a confirmation email for the particular transaction.
Note: Your respective e-book will get an update and show the payment status post the update.
How to Add a Pay Now Button to the Emailed Invoice?
Here are the steps to add a Pay Now button to an emailed invoice:
Step 1: Press on the particular Gear icon.
Step 2: Select the option Account and Settings.
Step 3: In the section for Payments, press on Learn More.
Step 4: Finish the Company Details.
Step 5: Now you will be taken to the QuickBooks Payments page. On that page, press on Add QuickBooks Payment.
The particular application will require around 48 hours and then you will be prompted through email after it is approved. After that, you can begin sending invoices with the particular Pay Now button.
How to Send Payment-enabled Invoices?
Here are the steps to send a payment-enabled invoice in QuickBooks:
Step 1: Firstly, You need to Create an Invoice and add in all the required details.
Step 2: Ensure that the payment option is not disabled in the Online Payment section.
Step 3: Review the particular invoice. Press on Send.
What to do if QuickBooks Pay Now Button is not Available?
Usually, it is possible to add the Pay Now button or the Payment link when the particular invoices are previewed by pressing the Review and Pay button. However, due to the most recent upgrades done in QuickBooks, especially in the layout of the particular online invoices, you need to download the related invoice to preview the invoice.
Often, the payment link cannot be found because of the Email Preferences that are set to Plain Text. For this, follow the steps given below in the prescribed order:
Step 1: Navigate to the QuickBooks Accounting Software. Now on the top, press the Gear icon and click it.
Step 2: Now press on Account and Settings and search for Sales menu and press it.
Step 3: Now, open the option Online Delivery.
Step 4: Now select the Additional email options for the invoices drop-down menu and now press the option Online Invoice.
Step 5: Finally, press on Save, and then it is complete.
What are the things to Note While using Payment Links?
Here are the things to note while using payment links in QuickBooks:
- Payment links are generally for single use. They are used for a single customer.
- Payments made via the payment links are displayed as customer credits. Nothing is altered in your books until the credit to invoice is applied.
- Your customers cannot alter the amount or pay half. However, once they submit the payment, a receipt is generated automatically.
- It is not possible for a payment link to follow up on an invoice for a particular invoice that was sent previously.
We have talked and mentioned in detail what you should do if you wish to add a Pay Now button and payment link to the QuickBooks Desktop Invoice.
All the information concerning adding a payment link or pay button has been carefully written in this article. You just need to follow the steps to get the desired results.
If, however, You need some assistance or want to get some professional help then you can connect with Dancing Numbers experts via LIVE CHAT.
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Frequently Asked Questions (Faqs)
Is it Possible to Create Invoices Automatically in QuickBooks?
Yes. It is possible to create invoices automatically in QuickBooks. You will be able to generate invoices automatically provided you create recurring schedule invoices.
How to Edit the User’s Permission to Add the Payment Link?
In order to change the user’s permission to add the Payment Link, follow the steps given below:
• Navigate to the Company Menu and choose Users. Now press on Set up Users and Roles.
• Choose the Role List tab and make a new role on the Roles and Users screen.
• After selecting the Role Access and the particular Area Access Level, press OK.
• Choose employee and from the User List tab, press Edit.
• After the role has been assigned to a particular user, press OK.
How to Send a Payment Link to an Invoice?
Here are the steps to send a payment link to an invoice:
• Navigate to the option, Customers.
• Select Payment Links.
• Add the description and the amount.
• Choose an existing customer. You can also add a new customer.
• Type in the customer email.
• Set the right payment method like ACH or credit card.
• Click the Send Payment link.
How to View the Payment Links Dashboard?
You can check all the details, Payment links, and status and then send reminders from a specific dashboard:
• Choose the Customer menu.
• Now choose the Payment Links menu. You can also choose the Payment links icon available on the Home Screen to see the dashboard.