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March 9, 2024
Question

Morning.. Can I add a link which allows customers to make a direct payment?

  • March 9, 2024
  • 1 reply
  • 0 views
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1 reply

Level 9
March 9, 2024

Good day, glazing. Yes, you can add a link!

 

Once you've finished making the invoice, you can reopen it and use the following steps to obtain the link. Your customer can quickly download, print, and make instant payments. Here's how.

 

  1. Find and open the invoice. Or, create a new one.
  2. In the Invoice page, click the drop-down arrow next to the Save and close.
  3. Choose Save and share link.
  4. Click the Copy link button in the Send your customer a link to their invoice window. Then paste and send it via text or any other messaging platform.

 

To receive payment from your customer, you can connect GoCardless or PayPal to let your customers pay directly. Using GoCardless app in QuickBooks Online, you can collect direct debit payments and get invoices paid on time. You can also get your QuickBooks invoices paid online by accepting card Payments with Paypal.
 

Here's a guide on making your sales stuff look the way you want: Customise your invoices, estimates, and sales receipts in QuickBooks Online.

 

If you have any more questions about dealing with payments from your customers in QuickBooks Online, feel free to ask me.