QuickBooks Online Integrated Pay Now links

Modified on Fri, 08 Sep 2023 at 01:13 PM

What is an integrated pay now link?

Our integrated pay now links allow you to send your invoices to your customers by email and include a payment link that is integrated with your merchant account.  You send these emails just as you do now, right from your accounting system, allowing you to keep your current workflow intact.

How do they work?

The video below will show you how the QuickBooks Online integrated pay now links work in Benji Pays.

How do I set these up?

Setting up your QuickBooks Online integrated pay now links is easy thanks to our tight integration with QuickBooks Online.

Step 1 - Setup your payment gateway connection

The first step is to set up your payment gateway connection in Benji Pays.  Please see our support articles on how to setup your payment gateway connection here.  If you still need to complete this step,  come back here once complete.

Step 2 - In Benji Pays go to Settings >> QuickBooks Custom Payment Links

You will see three sections on this page.   If you have only one or two currencies with one payment gateway connection for each currency, you can use the link in the first section which will look like this:

This link will work for all QuickBooks invoices unless you have multiple gateway connections setup for any given currencies.

Most companies have 1 gateway with one or more currencies, or 2 gateways, where no currency is setup for more than one of the gateways, so these links will work for most companies.

  1. Copy the link using the Copy button
  2. In QuickBooks, click the gear icon and then Account and Settings
  3. Click Sales, then look for the Messages section and click the pencil icon to edit that section
  4. Select the Invoice email and paste the link below into the email template.
  5. Paste the link exactly as shown, QuickBooks will replace the variables in these links with the Invoice Data automatically.
  6. Click the Save button

If your company has more than one gateway configured for any given currency, you will need to use the links further down on the page in order to send currency or gateway specific links.  Please contact our support team for advice on your specific situation.

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