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Overview

The below guide will take you through the steps of adding a Blink Page to a QuickBooks invoice.

Adding your Blink Page to a QuickBooks invoice

Blink

Please navigate to the My Blink Pages page under the Customer Centre section. Choose which Blink Page you want to link to QuickBooks and copy the URL.

You can rename the reference section on your Blink page to Invoice number to match the QuickBooks naming convention.

 Rename Blink Page fields

Step 1 - Navigate to the My Blink pages page, locate the relevant page, and click on the Edit page button.

Step 2 - Click on Modify fields on the Blink Page section of the page

Step 3 - These settings allow you to customise the settings of each of the fields on your blink page. In this case we have manually changed the display name to reflect similar naming convention as QuickBooks. In this case the Invoice number was made required, allowing you to track payments easily.

Add Blink to an invoice template.

Step 1 - Sign in to your Quickbooks account on a separate tab and click on settings → Choose Custom form styles under YOUR COMPANY.

Step 2 - Customise an existing template or create a New Style

Step 3 - Select the Content tab at the top left of your screen.

Step 4 - Add the templated message under the message to customer section, make sure you include your Blink page link.

Step 5 - Select the Emails tab at the top left of your screen.

Step 6 - update to email body of the invoice under the message to customer section, make sure you include your Blink page link.

Reporting

QuickBooks

We have created a QuickBooks online integration once you integrate you will be able to view in QuickBooks when a customer pays you online, Quickbooks online marks the invoice as paid (you don't receive an alert or notification). Reach out to Support if you want to integrate your Blink and Quickbooks accounts. Find out more here.

Blink

Within Blink, you can view the payments within the relevant payment methods under Reporting.

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