Once you connect QuickBooks within Glances, you will now have access to a wide variety of QuickBooks Actions, such as creating and sending invoices. Should your workflow require, you can also quickly copy the customer-facing payment link. This is the link that customers use to view and pay their invoice. In order for this link to be available, you must:
- Have enabled payment links on QuickBooks.
- Have an email address for the customer in QuickBooks.
Here's how to copy the payment link:
- Navigate to a customer's Glance. (You can do this by viewing upcoming invoices My Daily Glances or by searching for a customer and clicking into invoices.)
- Find and click on the invoice whose link you'd like to copy.
- Click the Action menu in the top right corner.
- Select Copy Payment Link.
- Highlight the link (or click on the link 3 times to automatically highlight the entire link) and right-click to copy (or press ctrl + c on a PC, command + c on a Mac).
- Click Close to exit the screen. Alternatively, you can click Payment Link to be taken directly to the link.