Datagate Support | Nov 29, 2021
If you have enabled Payments in QuickBooks to allow your customers to pay online, please read the following to learn how to set up a QuickBooks Online Payment link.
If you have any questions, don’t hesitate to contact the Services Team.
Initial configuration
Edit the invoice email template to include the payment link for Quickbooks.
Head to Settings/ Email/ Invoice/ Edit
Sample only:
Process/ workflow
Generate the invoice in Datagate. Do not email it to the customer.
Select the invoice(s) and “Mark as Sent”.
Export the invoice to Quickbooks Online in the usual manner.
Back in Datagate, select the invoice(s), “Email Selected”.
When your customer receives their invoice via email, they can click the link in the email to pay their invoice via credit card.
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