Adding Payment Plans to your QBO invoices involves copying and pasting a unique URL to your invoice.
1. Create an invoice in QBO
Create an invoice in your QBO dashboard. Do not send the invoice to the customer until you have added the payment plan URL to your invoice message. It's recommended to open a new tab with your Partial.ly Merchant Portal once your invoice is created. Please see Create and save an invoice in the QBO support section for more information on creating invoices in QBO.
2. Create your payment plan terms
Create your payment plan terms in your Partial.ly Merchant Portal, please see Offers for specific information on creating Offer terms. You don't need to create a new Offer for every invoice. You can use the same Offer for every invoice.
2. Use the Integration Tool to generate your unique payment plan URL
Once you've created your offer terms, select the 'Integration Tool' button for the Offer you want to add to your QBO invoice.
3. Select 'In a QuickBooks invoice email' from the dropdown menu
4. Type in the QBO Invoice #
Just type in your QBO Invoice # into the text box and select the 'Generate' button. You don't need to include the '#', just the digits.
5. Copy and paste the resulting URL to your QBO invoice
Copy and paste the resulting URL to the 'Message displayed on invoice' field on the invoice page. It is also recommended to add the URL to the Body field email from the Send email screen. Remember to add some basic instructional text. For example, "To pay with a payment plan, click the following URL:"
6. Select the 'Send and close' button, and you're done