QuickBooks Online Invoicing Tip: 4 Steps To Sending Invoices With Payment Link
Are you looking for a way to send invoices with a payment link that customers easily get their invoices?? This article guides you on how to send invoices with a payment link.
You are just moving from QuickBooks Desktop to QuickBooks Online and you want to send invoices to your customers but they don’t know how to making pay when they receive the invoice because there is no link for payment. If you have any issue with sending any invoice you can contact QuickBooks Support for help and they will reach you as soon as possible.
Account receivable(A/R) is a system to track all the payment that receive from customers. With the help of invoice with payment link customers easily make their payment and you will ensure about A/R payment.
When you are moving from QBD to QBO you have to know about How to Transfer Files from Older Version to New Version of QuickBooks read this article about knowing more.
Here 4 points guide you to send invoices with payment link:
Modify Delivery Setting: Invoice is a document with all the details of the product, sales, cost, items provides to customers and receive payment from the customer when the customer receives the invoice. If customers do not pay at the time of selling their help to track payment details for the future and get their payment by account reachable. If you have any issue with sending any invoice you can contact QuickBooks Tech Support for help and they will reach you as soon as possible.
First, you need to change your online delivery setting by following steps:
> Click on Gear in the right side of the window of your software
> Go to Settings and then Company Setting
> Go to Online Delivery
You can contact a Quickbooks Customer Service for assistance in order to get a better solution for these issues.
2. Check to Online Delivery: Customers receive the invoice from your side and make payment to confirm the invoice is correct or not so you be sure about what you are sending for the customer. If you have any issue with sending any invoice you can contact QuickBooks Customer Support Number for help and they will reach you as soon as possible.
To change the Online Delivery setting you will get the invoice as the form of pdf that includes payment link.
> Change the Email Options for Invoice into Online Invoice
> Click option of Attach Invoice as Pdf
> Click Save
3. Choose Payment options: After creating your invoice there is an option for payment which mode customers can use so that they can pay.
4. Check Invoice Correct or Not: When an invoice is created by software you need to check for that you ought to send an invoice in your own email to check the invoice is coming or not and the invoice is correct or not. When you would confirm about invoice then you can send an invoice for customers with a payment link and check payment is received or not.
An invoice includes customer name, customer id, email id, address, invoice date, due date, product summary, etc. Invoice is made for customers that they can easily understand and QuickBooks Online gives the features to attach an invoice with a payment link that customers easily make the payment. QuickBooks Technical Support phone number is a supporting team to help you to any query.
This article helps you to send an invoice with a payment link and if you have any query you can comment as below:
