How to add your iwocaPay.me link to QuickBooks invoices and sales forms

You can add your iwocaPay.me link to either your Sales Forms or your Invoice Templates.

How to add your iwocaPay.me link to your invoices

From any page, click the Gear Icon and select Custom Form Styles. You can either edit an existing invoice template or create a brand new one.

Then, go to the “Emails” tab of the Custom Form Styles Module.

Add your iwocaPay.me link in the “message to customer” section - make sure to include the "https://" prefix so that the link will be clickable for your customers. We’d suggest something like:

We're now accepting iwocaPay to give you more control when it comes to paying your invoice. Just visit https://iwocaPay.me/business-name to settle up.

Click ‘Done’ to save your changes - your link will now appear on all invoices created with this template!

How to add your link to a Sales Form

Starting from any Quickbooks page, click the Gear Icon and select Accounts and Settings (or Company Settings).

Then, Click the “Sales” tab on the left and scroll down until you see the “Message” section.

Next, Click the pencil icon to edit the default email message. Make sure to include "https://" prefix in your URL so that it is clickable for your customers. We’d suggest adding something like the below:

We're now accepting iwocaPay to give you more control when it comes to paying your invoice. Just visit https://iwocaPay.me/business-name to settle up.

Click Save and you’re done - your link will now appear on your sales form emails.

How to add your iwocaPay.me link to your FreeAgent invoices

Start by logging in to your FreeAgent account, and go to create or edit an invoice. In the invoice details screen, you should be able to select 'Set default Additional Text'.

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A text box will appear. Type in the text that you want to appear on each of your invoices along with your iwocaPay.me link. We’d suggest something like the below:

Once you've finished typing, select 'Save' to keep the text or 'Cancel' to close without saving it.

If you select 'Save', you'll see that the default text then appears in the 'Additional Text' box. This text will now appear on all of your invoice templates - so you won’t need to add your link to every invoice anymore.

Creating a QR code from your iwocaPay.me link

It’s easy to create a QR code of your iwocaPay.me link. There are lots of online tools that help you do this - we like this one.

Simply copy your iwocaPay.me link into the text box. You can then customise the design of your QR code and even upload your business logo in the middle.

Once you’re done, click ‘Create QR Code’ and then ‘Download PNG’ to download it. You can now print it out for your customers to scan or even add it to assets like posters and flyers.

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