Connect to Invoice Payments
To include an Pay Now button in invoices you send to customers through email, you need to connect to Invoice Payments, select a payment service, and set up your company to receive the payments.
To use Invoice Payments
- In the Home window on the Setup menu, choose Settings.
- Under Customers & Sales, click Invoice Payments.
- Click Set Up Payment Service.
- Provide a primary email address that can be used to set up a new account with the payment service.
- Agree to the Terms and Conditions and click Get Started.
- Select the payment service you want to use and click Connect.
Note: If the payment service requires more information or has other tasks to complete account setup, check the email that you used when selecting the payment service.
- Close the window.
- Select linked accounts to keep track of the online payments and the fees you pay to use the payment service.
Tip: As payment services become available, you can add them. To add a payment service, click Manage Service to open the Invoice Payments window.
To delete an Invoice Payments account
- In the Home window on the Setup menu, choose Settings.
- Under Customers & Sales, click Online Payments.
- Click I no longer want to use Invoice Payments.
Note: Any connections from payment services to your Invoice Payments account will be removed.
- Click Yes to continue deleting your account.
- Click OK to close the window.