Add Your Truss Payment Link to a QBO Invoice Template

Why add the payment link to your QBO template?

When you email invoices directly from QuickBooks, customers see a QBO-generated email — not a Truss email. Adding your Truss portal link to the QBO invoice template means every invoice you send from QBO automatically includes a way for customers to pay through Truss.

Add the link to your QBO invoice template

1. In QBO, click the Gear icon → Custom Form Styles.

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2. Select your invoice template and click Edit.

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3. Go to the Emails tab.

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4. In the email body, add a line like:
   "To pay this invoice online, visit: [YOUR TRUSS PORTAL URL]"

5. Save the template.

Tip: Copy your Truss portal URL from Settings → Payment Portal in Truss before starting this.

Alternative — add a payment button via QBO invoice settings

1. In QBO, go to Settings → Payments.

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2. Make sure QBO's built-in payment buttons are disabled (so customers use Truss, not QBO's payment processor).

   

Zoom 3. See article: "Disable QBO Credit Card & ACH Payments" for how to turn these off.