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Adding Payment Links to QuickBooks Online Invoices

Learn how to integrate your AffiniPay payment link into QuickBooks Online invoice templates to facilitate faster, one-click client payments.

Updated over a week ago

Overview

Incorporate your AffiniPay payment page directly into your QuickBooks Online invoices, allowing clients to pay instantly via a secure link.

Step 1: Copy Your AffiniPay Link

  1. Log in to the AffiniPay web application.

  2. Click the Charge tab.

  3. Locate the desired deposit account and select Actions > Show & Copy Page Link.

  4. Copy the URL provided in the pop-up.

Step 2: Update QuickBooks Settings

  1. In QuickBooks, click the Gear icon (Settings) in the top right.

  2. Navigate to Account and Settings > Sales.

  3. Click the green Customize look and feel button.

  4. Select New style > Invoice (or edit an existing template).

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Step 3: Insert the Link

  1. Click the Emails tab within the invoice customizer.

  2. Under the Message to customer section, paste your AffiniPay payment link.

  3. Click Done to save your new template.

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Key Tips for Success

  • Disable QuickBooks Payments: Ensure the Cards box at the top of the invoice is cleared so clients use your AffiniPay link instead of QuickBooks' native processing.

  • Template Naming: Give your template a clear name, such as "AffiniPay Invoice," to easily distinguish it from default styles.

  • Multiple Pages: If you use multiple payment pages for different services, you may need to utilize a custom invoice.

❗️TIP

Always send a test invoice to yourself first to ensure the link is active and directs clients to the correct deposit account.

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