QuickBooks – Adding the QuickBooks invoice link to your emails and invoice PDFs

You can add the shareable QuickBooks invoice link into your Scoro PDF or email templates to streamline payment collection. This link allows customers who use QuickBooks to conveniently make the payment directly from the link, speeding up the invoice payment process.

1. Adding the QuickBooks invoice link to your emails or PDFs

Step 1: Enable the invoice link-related settings

Before you can add the online invoice link to your Scoro emails or invoice PDFs, you need to enable the following settings in the QuickBooks integration settings:

1. Go to Settings > Site settings > Integrations and open the QuickBooks integration settings.
2. Enable the following settings:
   • Add QuickBooks invoice link to Scoro – enabling this toggle is mandatory to be able to add the invoice link to your PDF and email templates
   • Allow online payments in QuickBooks – enabling this toggle is recommended to ensure that invoices created in Scoro can be paid online in QuickBooks

Once these settings are enabled, you can proceed with adding the QuickBooks invoice link to your emails or PDFs.

Step 2: Add the invoice link to your emails or PDFs

Once the invoice link setting is enabled, you add the invoice link to:

• e-mails
• PDFs

Adding the invoice link to emails

1. Add the invoice link dynamic fields to your email templates:
   Add the QuickBooks invoice link placeholder into the email template that you use for sending out invoices to your customers:
   1. Open Settings > My settings > E-mail and scroll down to the Invoice e-mail template section.
   2. Copy and paste one of the following dynamic fields to the exact desired spot in the email template where you would like the hyperlink or URL to appear:
      • To display the invoice link as a hyperlink with a predefined name 'Open the invoice online', insert this dynamic variable:
        [a][if]quickbooks_invoice_link[/if][/a]
      • To display the invoice link as a full URL, insert this dynamic variable:
        [a][if]quickbooks_invoice_url[/if][/a]
        
   3. Save the changes.
2. Generate the QuickBooks invoice link:
   Sync your invoice from Scoro to QuickBooks to get the shareable invoice link from QuickBooks and ensure it will appear in the email. You can check if your invoice has been successfully synced with QuickBooks:
   • From the invoice list – filter out synced invoices
     
   • From the invoice detailed view – use the QuickBooks actions button
     
3. Send the invoice email from Scoro:
   When composing the email, the invoice link will already be included in the email message.
   
   Here's an example of how both invoice link dynamic fields look on an email sent to your client.
   

Adding the invoice link to a PDF template

1. Add the QuickBooks invoice link placeholder to your invoice PDF template:
   Add the QuickBooks invoice link placeholder into the Scoro PDF template that you use for invoicing your customers:
   1. Go to Settings > Site settings > PDF templates and click on the icon next to the invoice PDF template you want to modify.
      
   2. Open the tab where you would like to place the invoice link on your template – for example, the Main content tab.
      
   3. Insert the dynamic field [a][if]quickbooks_invoice_link[/if][/a] to the exact spot on the PDF where you would like the invoice link to appear, and click Save.
      
2. Create an invoice in Scoro and generate the QuickBooks invoice link:
   Create a new invoice in Scoro and sync it to QuickBooks to generate the QuickBooks invoice link. Once synced, the QuickBooks invoice link should automatically be included in your invoice PDF (click the PDF button to preview it).
   

2. Troubleshooting

Invoice links don't appear in the email or the invoice PDF templates

If you've enabled the invoice link-related settings and added the dynamic fields to your email or PDF templates, but the QuickBooks invoice link doesn't appear in the email or PDF:

1. Check if the invoice is synced to QuickBooks – Scoro gets the invoice link from QuickBooks during the invoice sync. if it's not synced, Scoro doesn't have the invoice link to display in the email message or invoice PDF.
2. If the invoice is synced to Scoro, disconnect and reconnect the QuickBooks integration:
   1. To disconnect it, click the Disconnect button in the QuickBooks integration settings in Scoro.
   2. Then, reconnect the integration by clicking the Connect to QuickBooks button – the integration will resume to its previous state before the disconnection, and the invoice link should appear in the email message or the invoice PDF.