🔗 Step 1: Copy Your ClientPay Link
First, retrieve the unique URL for the account where you want to receive payments.
Log in to ClientPay and click the Charge tab.
Locate the specific deposit account you wish to use.
Click Actions > Show & Copy Page Link.
Copy the link provided in the pop-up box.
🛠️ Step 2: Configure QuickBooks Settings
Update your invoice templates in QuickBooks Online to include your new payment link.
Open Settings: Click the Gear icon (Settings) in the top-right corner of QuickBooks.
Custom Styles: Select Custom form styles from the menu.
Create New Style: In the top right, click New style > Invoice.
Edit Email Message: * Click the Emails tab.
Under Message to customer, paste your ClientPay link into the body of the message.
Provide clear instructions (e.g., "Click here to pay securely via ClientPay: [Link]").
Finalize: Click Done to save your new template.
💡 Pro-Tips for Success
Template Naming: Give your template a clear name like "ClientPay Operating Invoice" so you can easily select the right one when billing.
Avoid Double Processing: Be sure to uncheck the "Cards" box at the top of the QuickBooks invoice setup. This prevents QuickBooks from trying to process the card itself, ensuring your clients use your ClientPay link instead.
Multiple Accounts: If you have more than one payment page (e.g., Trust and Operating), you will need to create a custom invoice for each.
📋 Quick Reference
Step | Action | Platform |
1 | Copy Page Link | ClientPay |
2 | Custom Form Styles | QuickBooks Online |
3 | Paste Link in Email Tab | QuickBooks Online |