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How to Add a Pay Now Button & Payment Link to QuickBooks Desktop Invoice?

If you wish your customers should pay you online, then it is imperative that you activate your particular merchant service. […]

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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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Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Desktop. Utilize import, export, and delete services of Dancing Numbers software.

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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+1-347-428-6831 or chat with experts.


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.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

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Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

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Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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