API Reference

Utilizing Quickbooks Templating for eInvoicing

Creating a QuickBooks Invoice Template with Valor PayNow Link

Step 1 - Access Your QuickBooks Custom Form Styles

  1. In QuickBooks Online, go to Settings (⚙️ gear icon) in the top-right.
  2. Under Your Company, click Custom form styles.
  3. Either create a new invoice style (New style → Invoice) or edit an existing one (Edit).
  4. Select the Emails tab.

Step 2 - Insert the Valor PayNow Link with Dynamic Invoice Number

  1. In the template editor, locate the Footer or Message to Customer section.
  2. Paste your Valor PayNow link, replacing [Invoice No.] with QuickBooks’ dynamic invoice number placeholder.
    • QuickBooks’ dynamic tag for invoice number is usually <<InvoiceNumber>> (confirm in your version).
    • Example link:
      https://securelink-staging.valorpaytech.com:4430/?redirect=1&uid=5393e990-d292-11ef-94a9-0e65225160ad&invoicenumber=<<InvoiceNumber>>
  3. Save your changes.

Step 3 — Test the Template

  1. Create a sample invoice in QuickBooks using your updated style.
  2. Send it to yourself to confirm:
    • The PayNow link appears.
    • The [Invoice No.] is replaced by the actual invoice number.
    • The link opens correctly in a browser.

Processing Payments Through Valor with PayNow

Once your customer clicks the PayNow link in their invoice, here’s what they’ll experience and what you can do to process:

Step 1 - Log in to Valor Merchant Portal

  • Go to the Valor Paytech merchant portal and log in with your merchant credentials.

Step 2 - Access Virtual Terminal

  1. On the side panel, click Virtual Terminal.
  2. Select the eInvoice tab.

Step 3 - Enter Invoice Details

  1. Enable "Set Flexible Amount". Lets the customer enter the payment amount for their Quickbooks invoice when opening the link.
  2. Enable "Set Never Expire". This setting removes expiration limits from your PayNow links.
  3. Select Process Payment.

Step 4 - Choose Payment Method

Select PayNow Link as the method of payment.

Tips & Best Practices

  • Link Formatting: Always double-check that the URL includes the full https:// and no extra spaces.
  • Template Consistency: Use the same PayNow link across all invoice templates to avoid confusion.
  • Testing in Staging: Before using live links, test your template with the staging environment link to verify everything works.
  • Customer Instructions: Consider adding a small note under the PayNow link: “Click the PayNow link to pay this invoice online securely.”
  • Live Mode: When ready, replace the staging URL with your production Valor PayNow link.