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Include Link Invoice: easy document editing

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Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

How do I add a link to my QuickBooks invoice?

Attach your link to QuickBooks invoices and emails Select the Content tab at the top of the screen. Click on the footer area of your invoice on the right-hand side of your screen, this should change what you see on the left-hand side of the screen to the following.

How do I add a payment link to QuickBooks invoice?

Create an invoice and enter the required information. Make sure the payment options that you want your customer to you to use are enabled in the Online Payment section in the bottom left of the invoice. Review the invoice in the preview area. Click Send.

How do I enable online payments in QuickBooks?

Turn on payment options Go to Edit and select Preferences. Select Payments and Company Preferences. In the Online payments section, select how you want your customers to pay you online. Then select OK.

Can you send a QuickBooks invoice with a PayPal link for payment?

By the end of 2016, QuickBooks users will be able to send an invoice from QuickBooks Online and seamlessly accept payment from their customers through PayPal. Import PayPal payments and fees into QuickBooks. Have invoices are automatically marked paid when a customer pays via PayPal.

How do I add a Pay Now button to my invoice?

Click on the Gear icon. Choose Account and Settings. In the Payments section, click on Learn more. Complete the company information. You'll then be routed to this QuickBooks Payments page. From there, click on Add QuickBooks Payment.

How do I add a payment method to a bill in QuickBooks?

From the Lists menu, select Customer & Vendor Profile Lists, then choose Payment Method List. Select Payment Method and choose New. Enter the appropriate Payment Method and Payment Type. Select OK. IMPORTANT: The Payment Method should match the Payment Type.

How do I turn on online payments in QuickBooks desktop?

Go to Edit and select Preferences. Select Payments and Company Preferences. In the Online payments section, select how you want your customers to pay you online. Then select OK. Select Apply to existing customers.

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