QuickBooks
General Questions
Review and Pay Quickbooks Invoices
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How do I set up the review and pay button on invoices?
If you need help setting up the review and pay button on your invoices, We can guide you through the process.
Here are the steps:
First, ensure that you have a QuickBooks Payments account associated with your book. Once you have that in place, follow the steps below to set up the button:
Click the "+ New" button.
Select "Invoice" under the "Customers" option.
Under the "Online Payment" section, choose the type of payment you want to accept.
Fill in the invoice details and enter your customer's email address.
Click "Save and Send."
Review the invoice in the "Send Email" window.
Finally, click "Save and Close" to complete the setup process.
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