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orbiteers1
October 29, 2020
Question

Can a "pay now" button be added to STATMENTS that are emailed to customers? How?

  • October 29, 2020
  • 19 replies
  • 75 views
No text available

    19 replies

    DivinaMercy_N
    DivinaMercy_NModerator
    Moderator
    October 29, 2020

    I'm glad to see you here in the Community, @orbiteers1.

     

    The option to add the pay now button to statements is currently unavailable. You can only enable it to invoices. To do so, you have to link your Payments account to QuickBooks. If you don't have one, you'll need to sign up for QuickBooks Online Payments.

     

    Then, here's how to turn on and send online invoices:

     

    1. Click the Gear icon.
    2. Select Account and Settings.
    3. Choose Sales on the left.
    4. Pick within Online delivery
    5. Hit the drop-down under Additional email options for invoices and choose Online invoice.
    6. Tick Save.

    For more info about this process, please see this link: Take and process payments in QuickBooks Online. 

     

    Also, to know when QuickBooks deposits customer payments into your bank account, you may check out our deposit times for the QuickBooks Payments page. 

     

    Feel free to leave a reply below if you have further concerns about online payments. I want to make sure you're taken care of, and I'm here to help you anytime. Take care always.

    Karen4120
    December 3, 2021

    Please add a pay now button to statements.  It is so unprofessional to send many invoices for payment vs 1 statement.

    Karen

      PoppyFWC
      June 4, 2022

      Any update from QuickBooks on the multiple requests to add a "pay now" button to statements? Sending "reminders" to customers with multiple overdue invoices is very confusing for the customer.

        TobiE
        January 14, 2021

        Intuit, PLEASE enable "pay now" buttons with emailed statements!

          mod912
          August 3, 2021

          YES! please add this feature and be sure to add it to desktop as well. It is not at all unusual for businesses to generate many invoices per month and then have payment made on the total balance. It's also especially helpful when the statement is being used as a reminder of a cumulative balance due. If payment cannot be made from the statement each outstanding invoice would need to be resent individually in order to have access to the "pay now" button.  Here's hoping this feature is added soon!

            DCoop
            June 22, 2022

            Super unprofessional to make a big corporate customer with multiple invoices pay each invoice separately. C'mon QBO, this is basic, add a payment link for a statement. I'm embarrassed to tell my customers I don't have this option. I will let them know it is QBO, not me.

             

              Fiat Lux - ASIA
              Fiat Lux - ASIA
              Level 14
              June 23, 2022

              @DCoop 

              QB Payment doesn't offer such feature. Consider having a 3rd party merchant service to do so.

              jamespaul
              Level 8
              June 6, 2023

              Hello, Brent. 

               

              I, for one, would also like to have the option to pay my dues from a statement since it saves me time and clicks. I can see the benefit of this option for you and your customers. 

               

              It may still be in the works, or our developers are reconsidering adding the payment links for statements. To be transparent, I'm unable to check the complete roadmap or timeline for this feature.

               

              So, in the meantime, I would suggest sending feedback if you haven't done it yet. 

               

              Click the Gear icon, then select Feedback. 

               

              For now, we'll want to send those invoices one at a time so your customers would able to pay their dues timely. 

               

              If you need to check your aging invoices, I'll include this article if you need help: Run an accounts receivable aging report.

               

              I'm all ears if you have concerns regarding your customer statements or invoices. If you have questions about your reports and other entries, let us know and we'll be here to help. 

              krmiller
              July 18, 2023

              What about generating a pay now link using "Payment Links" as a workaround? You can copy the link and paste it into the body of the statement email.

              sotocpa
              January 22, 2025

              Has this feature been added already? 

              Using Quickbooks Desktop.

              JaneDave_IQuickBooks Team
              QuickBooks Team
              January 22, 2025

              Welcome to the Community, @sotocpa.
               

              Currently, QuickBooks Desktop doesn't have the feature you need, but please know QuickBooks is always enhancing its features based on user feedback. To stay updated and make the most out of new enhancements, consider regularly checking for software updates. This step will help you find appropriate solutions or workarounds tailored to your business needs.
               

              For now, I encourage you to submit feature feedback to our development team. Rest assured, we will review your feedback during the next software update, taking into account the prevalence of this issue among other users.
               

              Here's how you can submit feedback:
               

              1. Go to the Help menu.
              2. Choose Send Feedback Online.
              3. Click the Product Suggestion option. A pop-up window display.
              4. Type in your feedback suggestion.
              5. Once done, select Send Feedback.


              Moreover, here's an article to guide you how to send and create statements towards your customers: Create and send customer statements in QuickBooks Desktop
               

              Furthermore, you can read this article to guide you how to process bills online for QBDT: Pay bills online from QuickBooks Desktop
               

              Please know that you can always revisit this thread and leave a Reply if you have further inquiries on how to manage your statements or in your account in general. We're always here to help you along the way.

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