How to configure your link payment in your WidenPay account

In this tutorial you will learn how to configure your link payment in your WidenPay account and configure your QuickBooks invoice email .

Note; This tutorial assumes that you already have a WidenPay account. In the event that you need to create one, open your internet browser and browse to the WidenPay website at :  https://widenpay.app/

All other settings such as account and payment settings are covered under the tutorial :

"How to create and configure your WidenPay account"

1. On the login screen click on the "Sign in with Intuit" [refer to fig 1.0].

[fig 1.0]

2. You will be redirected to the QuickBooks login screen. Sign in your QuickBooks account like you normally do. Y ou can either use your Gmail account or any

other account by entering your Email or User ID and Password. Once done, click on the "Sign in" button [refer to fig 1.1].

[fig 1.1]

3. Once you are logged in, on the top right corner of the menu bar, click on the drop down menu next to your name

[refer to fig 1.2]. This will bring you to the Edit Profile screen [refer to fig 1.2].

[fig 1.2]

4. Under the Payment Settings section select and copy (Ctrl + c) the English URL or the French URL [refer to fig 1.3 ].

[fig 1.3]

5. Scroll down to the bottom of the page and click on the "Save" button. [refer to fig 1.3 

[fig 1.3]

6. Now you will need to login to your QuickBooks account. Sign in your QuickBooks account like you normally do. You can either use your Gmail account or any

other  account by entering your Email or User ID and Password.  Once done, click on the "Sign in" button [refer to fig 2.0].

[fig 2.0]

7. On the menu bar click on the wheel "gear", then select "Account and settings" [refer to fig 2.1].

[fig 2.1]

8. Select the Sales section followed by the Messages section [refer to fig 2.2].

[fig 2.2]

9. In the sales section, paste the message URL in the Email message text box. [refer to fig 2.3]. You can click on the "Save" button if you are all done.

    If you need to configure your email reminders for your invoices, continue following this tutorial.

[fig 2.3]

10. If you are still in the account settings ->Sales, scroll down to the bottom of the page, next to Reminders " Default email message for invoice

    reminders , Automatic invoice reminders", click on "Off" to enable the email remainders option [refer to fig 2.4].

[fig 2.4]

11. Once you have enabled the reminder option, you will need to click on the button next to enable the " Automatic invoice reminders

      option" label [refer to fig 2.5].

[fig 2.5]

12. Once the "Automatic invoice reminders option" is enabled you will be presented with the following 3 email reminder options :

• Reminder 1(3 day(s) before due date)
  

• Reminder 2(On due date)
  

• Reminder 3(3 day(s) after due date)
  

Note; For this tutorial we will only configure the "Reminder 1(3 day(s) before due date)". All other scenarios follow the same process.

           [refer to fig 2.6]. 

[fig 2.6]

13. On the "Reminder 1 (3 day(s) before due date) " option, click on the drop down arrow next to "Off" [refer to fig 2.6]. This will display the

       options  of the email reminder [refer to fig 2.6][arrow (1)]. Next click on the Reminder button [arrow (2)] to allow you to modify the email

       content. Next paste the invoice URL in the message body of the reminder [arrow (3)]. Click the save button and you are done.

Note; Ensure that you change your text/message accordingly

           [ex ; Good day this is a reminder that we still have not received your

           payment for invoice ....] and let the customer know that they need to click on the  URL to retrieve the invoice.

           Click on save and you are done.

[fig 2.7]

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