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How can I add a Truss payment link to a QuickBooks invoice template?
How can I add a Truss payment link to a QuickBooks invoice template?

Save time on payment collection by adding your payment portal link into your Quickbooks Invoice template.

Updated over 2 months ago

Watch our video walk-through:

Adding your payment portal link to your Quickbooks invoice template allows your customers to pay invoices sent through QBO directly on your Truss payment portal.

We also recommend removing the Quickbooks 'Review & Pay' button from invoices. Keep reading to learn how.

1) How to add your Truss payment portal link to your invoice template in Quickbooks Online

2) How to remove the 'Review and Pay' button from Quickbooks invoices

1) How to add your Truss payment portal link to your invoice template in Quickbooks Online

  1. Retrieve & copy your Truss payment portal link

    1. Log in to your Truss account.

    2. Click on the "Payment Portal Link" button in the top right corner of the dashboard and copy the link.

  2. Create a new invoice template in Quickbooks Online

    1. Open your QuickBooks Online account.

    2. From the home screen, click on the settings icon in the top right corner of the page.

    3. From the drop-down menu, choose “Custom form styles”
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    4. Click on “New style” and select "Invoice", or edit your existing invoice template.
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  3. Add your Truss payment portal link to the QBO invoice template

    1. Paste your payment portal link to the “Content” section of the new template
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    2. You can also include your link in the email template. Click on the "Email" section in the template creation menu. Paste the payment portal link in the "Message to customer" section.

    3. Once the link is added, save the template and take a look at how it will be presented to the customers.

    4. If you created a new invoice template, make sure to apply this template to all future invoices.

2) How to remove the 'Review and Pay' button from Quickbooks invoices

Removing the 'Review & Pay' button from your QuickBooks invoices can make for a smoother invoicing experience for clients.

  1. Click the gear icon at the top of the Quickbooks dashboard.

  2. Click 'Account and settings'.

  3. Click the 'Sales' tab.

  4. Scroll down to find 'Online delivery' and click the pencil icon in the selection.

  5. In the 'Additional email options for invoices' field, select the 'Plain text' option.

  6. Click 'Save'.

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