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How to add a payment link to QuickBooks invoices

Learn how to create a custom QuickBooks email template that includes an AffiniPay payment link to simplify client payments and speed up collections.

Enable your clients to pay instantly by embedding your AffiniPay payment link directly into your QuickBooks invoice emails.

Note: These steps were documented using QuickBooks Premier Desktop. If you use a different version, navigation paths may vary slightly.

Step by Step Instructions

Step 1: Copy Your AffiniPay Payment Link

  1. Log in to the AffiniPay web application.

  2. Click Charge in the top menu.

  3. Locate the specific account where you want to deposit payments.

  4. Click Actions > Show & Copy Page Link.

  5. Copy the URL from the pop-up box.

Step 2: Create a QuickBooks Email Template

  1. Sign in to QuickBooks as an administrator.

  2. Go to the Edit menu and select Preferences.

  3. Select Send Forms from the left sidebar, then click the Company Preferences tab.

  4. Set Delivery Method Default to Email.

  5. Set Email Templates to Invoices.

  6. Click Add Template and provide a name (e.g., "AffiniPay Invoice").

    Select

  7. Paste your AffiniPay link into the Body of the email template where you want it to appear.

  8. Click Save, then click OK in the Preferences window.

    • Optional: Click Set Default next to your new template to use it for all future invoices.

Set

How to Use the Template

  1. Click Create Invoices on the QuickBooks home screen and fill out the invoice details.

  2. Once ready, click Email.

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  3. In the email preview window, select your new AffiniPay template from the Template drop-down menu.

  4. Click Send.

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