Once you enable the app, click on the “platforms” menu option. Then click on the “Connect” button to connect Chloe with QuickBooks:
Also, please note that you need to configure a payment gateway for production accounts. The details are found in the “Payment Gateway” menu option of the Chloe webapp. If the “Payment Gateway” setting for Stripe Connect or your own gateway is not configured, the user will receive an error on the payment attempt.
Connect your account:
Once it’s connected, obtain the URL for payments from the chloe webapp from the link below.
Click the Gear icon at the top right of the page in QuickBooks, then choose Account & Settings.
Go to Sales and then click Messages.
Under the Sales form field, choose Invoice.
Then, paste the link in the message template from Step 8 button with “copy payment link”
Click Save, then Done.
To send an email, create an invoice and click on the “Save and send”. You will see a preview of the email.
The customer will receive your invoice email along with the link. Once they click on the link, they will be presented with a form with invoice details and the preferred channel. Once the invoice is paid, the invoice status will be updated to Paid.
Apply for Chloe.ai Campaigns
Chloe Campaigns are currently in Beta testing. Please fill out the information below and we will be in contact with you regarding next steps