You can add your Universal pay link to either your Sales Forms or your Invoice Templates.

How to add your Universal pay 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 Universal pay link in the message to customer section - make sure to include the "https://" prefix so that the link will be clickable for your customers. 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 Universal pay 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.

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