How can I add a payment link to the PDF version of an invoice?

I recently had to migrate my company new a new instance of QB online and up to the Advanced version. Before i was able to have the payment link actually on the PDF version of the invoice. But now I cannot find out how to get it back!

9 Comments 9 QuickBooks Team ‎October 19, 2023 07:48 AM

How can I add a payment link to the PDF version of an invoice?

Welcome to the Community space, @treasurer-organi . I see that it's very helpful on your end to add the payment link in the PDF version of your invoice. Let me help you direct where you can place it.

Before anything else, let's ensure to copy the link of the payment in the Payment links option from the Sales tab. Once done, follow the steps below to place the payment link in the correct space of the invoice and show it in the PDF version:

  1. Click the + New icon.
  2. Choose Invoice .
  3. Enter the necessary info on the invoice.
  4. In the Message on invoice field, add a note, then paste the link of the payment link you copied earlier.
  5. Click the Print or Preview below, then view the PDF version. The message, together with the link will be shown below.
  6. Once done, click Save and close or Save and send .

You might want to learn how to personalize your invoice and manage it, you can check out these articles:

Thank you for the opportunity to help you today, @treasurer-organi . Let me know how it goes. We want to ensure we achieve your goal by replying to this post. Have a good day, and keep safe.