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How can I add a payment link to my QuickBooks invoices?

Last Updated: Nov 21, 2017 01:31PM CST
In a few simple steps you can include your payment page link on your QuickBooks invoices. This gives your clients the ability to pay you in one easy click!
  1. Start by signing into your QuickBooks account.
  2. Click the "Settings" button at the top right (the gear icon) > then click "Account and Settings."
  3.  On the left-hand side menu, click "Sales" > then click the green "Customize look and feel" button.
  4. In the top right, click on the "New style" drop down menu and select "Invoice."
  5. On this new screen, you'll notice the right side will display a preview of what your invoice looks like and the left side allows you to edit several aspects of it. Select the "Emails" tab from the menu. 
  6. Under "Message to customer" you can customize the text to your client. This is where you can copy and paste your LawPay payment link.
  7. Click "Done" when you are finished making your edits. 
  8. You'll be brought back to your current list of "Custom Form Styles." You can make the new invoice your default by clicking the down arrow next to "Edit" and clicking "Make default."  
  9. Once you have added your LawPay payment pages, you will need to disable processing through QuickBooks by unchecking the "Cards" box at the top of your invoice.
  • If you have more than one payment page, you can create multiple templates by repeating steps 4-6.
  • Make sure to rename the new templates something that describes the payment page like "Trust Invoices" or "Operating/General Invoices." 
  • Once you have added in all your payment page options, you can select them from the drop-down box before sending an invoice.

Now you are ready to send your QuickBooks invoices with your LawPay link!

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