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How to Share Links to Your Payment Page using GoReminders (Stripe, QuickBooks Payments, and Venmo)
How to Share Links to Your Payment Page using GoReminders (Stripe, QuickBooks Payments, and Venmo)

Looking to send payment options to your customers for appointments from a third-party software? You might find this article helpful.

Jocelle avatar
Written by Jocelle
Updated over a month ago

If you need to easily collect payments from your customers, you can Set up Payment Processing in GoReminders. This way, you can view all of your payment requests and appointments in one place.

However, if you prefer using a different payment method instead of our fully integrated payment processing feature, you're free to manually add a payment link to your reminders.

How to get the shareable links from your payment processing service:

Venmo

  1. To find your personal QR code, go to your Venmo app.

  2. Open the scanner and tap “Venmo Me”. You’ll see your personal QR code next to your profile picture.

  3. Click on the Share button and copy the link.

  4. Go to Settings > Reminders in your GoReminders account.

  5. Select the desired message template to add the link.

  6. Paste the link into the reminder template and customize your message as needed.

  7. Click the orange Save button next to the reminder template to keep the changes.

Stripe

  1. Open Stripe. In the Dashboard, open the "Payment links" page and click + New.

  2. Select +Add a new product.

  3. Fill out the product details.

  4. Click Add product.

  5. Click Next.

  6. Click Create link.

  7. After creating a link you’ll automatically see the details page. Click the link to copy it.

  8. Go toSettings > Reminders in your GoReminders account.

  9. Select the desired message template to add the link.

  10. Paste the link into the reminder template and customize your message as needed.

  11. Click the orange Save button next to the reminder template to keep the changes.

Intuit/QuickBooks Payments

If you have QuickBooks Payments, you can accept electronic payments like credit cards and ACH transactions directly from an invoice.

  1. Open Quickbooks website.

  2. Go to Sales > Customers.

  3. Select the customer's name on the list.

  4. Find and open the invoice.

  5. In the Invoice page, click the drop-down arrow next to the Save and close.

  6. Choose Save and share link.

  7. Click the Copy link button in the Send your customer a link to their invoice window.

  8. Go toSettings > Reminders in your GoReminders account.

  9. Select the desired message template to add the link.

  10. Paste the link into the reminder template and customize your message as needed.

  11. Click the orange Save button next to the reminder template to keep the changes.

Note: We don't recommend using a URL shortener like Bitly or TinyURL. Putting shortened URLs in a message makes it more likely to be blocked by phone carriers. US carrier policies strongly discourage the use of shared public URL shorteners due to the frequency of use by bad actors.

See our video tutorial below for visual instructions on how to include links in your reminders:

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