🔗 Step 1: Copy Your Payment Link
Before heading to QuickBooks, you need to grab the unique URL for your deposit account.
Log in to the ClientPay web application.
Click the Charge tab.
Find the specific account where you want to deposit payments.
Click Actions > Show & Copy Page Link.
Copy the link from the pop-up box.
🛠️ Step 2: Create a QuickBooks Template
Configure QuickBooks to automatically include this link in your outgoing emails.
Sign in to QuickBooks as an Admin.
Navigate to Edit > Preferences.
Select Send Forms from the left sidebar, then click the Company Preferences tab.
Set Delivery Method Default to Email.
Set Email Templates to Invoices.
Click Add Template and give it a recognizable name (e.g., "ClientPay Invoice").
Paste your ClientPay link directly into the Body of the email.
Click Save, then select OK to close the preferences.
Set as Default: To save time on every invoice, click Set Default next to your new ClientPay template.
✉️ Step 3: Using the Template
Once configured, sending an invoice with a "Pay Now" option is simple:
Click Create Invoices on your QuickBooks home screen.
Fill out the customer details and line items as usual.
When ready, click Email.
Select your ClientPay Template from the drop-down menu.
Click Send.
📽️ Video Tutorial
If you prefer a visual walkthrough, watch this 1-minute guide: