Make sure you implement these changes within your Quickbooks Online account to ensure you’re set up for success with Alternative Payments.
Once you’ve connected your Quickbooks Online account to your Partner Dashboard, make sure to follow these steps to ensure your customers are paying through the Alternative Payments platform.
Implement billing link
Whether or not you’re sending invoices through the Alternative Payments Partner Dashboard, make sure to add your billing link into the memo field of your Quickbooks Online invoice template to provide your customers easy access to pay their invoices at any time.
1 | In Quickbooks Online, go to the Gear icon and select Custom Form Styles
Within your Quickbooks Online account, go into the gear icon and under YOUR COMPANY, select Custom form styles.
2 | Select Edit
Locate your default email template and select Edit to go into the Custom form styles main page.
3 | Select Content tab
Select the Content tab, scroll down on the invoice and click on the edit pencil of the last section to populate the content fields for this section.
4 | Add in your Alternative Payments billing link
In the main text box, add in the following copy along with your billing link:
Please use this link to pay your invoice: [insert Alternative payments link]
*Note: You can find your Alternative billing link in the “Accounts Receivable” section of your Partner Dashboard, listed directly under the “Invoices” header.
5 | Select Emails tab
Go into the Emails tab and under the Message to customer text box, add in the same copy & billing link. Click Done to save all changes.
Make sure to read of Part 2: How to optimize your Quickbooks Online integration with Alternative Payments
Now your Quickbooks Online is fully optimized and ready for your customers to start paying through your Alternative Payments billing link! 🎉
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