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Adding a Pinch Payment Link to Your QuickBooks Invoice Template

Add a secure Pinch payment link to your QuickBooks invoice emails, so customers can pay online quickly and easily.

QuickBooks does not allow third-party providers to embed payment buttons directly into invoices. However, you can add a secure Pinch payment link to your QuickBooks invoice emails so customers can pay online quickly and easily.

Where to find your payment link

Your unique “Pay Now” URL is available in your Pinch account:

  1. Go to Account Settings.

  2. Select the "Getting Paid" tab.

  3. Copy your Pay Now link.

How to add the link to QuickBooks

To include this link in your QuickBooks invoice email template:

  1. In QuickBooks, click the Cog icon.

  2. Go to Account and Settings.

  3. Select Sales.

  4. Scroll to Messages and click Edit.

  5. Paste your Pay Now link into the Email Message field.


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What your customers will see

Once added, every invoice email you send through QuickBooks will include a secure link to the Pinch Pay Now page. When your customer clicks the link, they will be taken directly to the payment page for that specific invoice.

This quick setup gives your customers a convenient way to pay online while keeping your QuickBooks invoicing workflow intact.

FAQs

How does Pinch help QuickBooks users?

Pinch integrates directly with QuickBooks Online so you can keep your invoicing and payments connected. With Pinch you can:

  • Collect payments automatically via Direct Debit or credit card.

  • Automatically reconcile payments back into QuickBooks.

  • Offer flexible options like payment plans, pre-approvals, and customer-managed portals.

  • Save time by sending invoices directly from Pinch with a secure payment link included.

What happens to my existing invoices and payments?

Once you connect Pinch to QuickBooks, your approved invoices can be sent automatically with a secure payment option. Any pre-approved customers will continue to be billed automatically, ensuring you don’t miss a payment.

If you are moving across from GoCardless, you can start fresh with Pinch in just a few steps. Our support team can guide you through the process so there is no disruption to your cash flow.

Why do invoices need to be sent through Pinch?

QuickBooks does not allow third-party providers to insert payment links into their invoices. By using Pinch’s “Invoice Issued” feature, you can ensure every invoice is sent with a payment option included. This saves time and helps customers pay quickly and securely.

Will payments still reconcile automatically?

Yes. Pinch keeps reconciliation inside QuickBooks. Every payment processed through Pinch is matched automatically with the corresponding invoice, so your books stay up to date without manual work.

Updated: 2025