This help document is for in-house users set up as admins.
Please note:
- You can only accepting payments through CrikSales using the QuickBooks Online payment link if you use QuickBooks Payments with QuickBooks Online.
- Only B2B customer users can pay for their invoices using the QuickBooks Online payment link.
Step 1: Go to the Tools tab and click on Company Configuration.
Step 2: Under Feature Settings, click check the 'QBO payment link on invoices' checkbox.
Optional: Decide whether you want the payment link to only appear for invoices that have already been emailed from QuickBooks.
Step 3: Save your settings by clicking the 'Save' button.
Result: All your B2B customer users will now have access to the QuickBooks Online payment link on their Invoices tab.
Up Next:
Click here for a help document on adding B2B customers as portal users