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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
Retrieve & copy your Truss payment portal link
Create a new invoice template in Quickbooks Online
Open your QuickBooks Online account.
From the home screen, click on the settings icon in the top right corner of the page.
From the drop-down menu, choose “Custom form styles”
Click on “New style” and select "Invoice", or edit your existing invoice template.
Add your Truss payment portal link to the QBO invoice template
Paste your payment portal link to the “Content” section of the new template
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.
Once the link is added, save the template and take a look at how it will be presented to the customers.
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.