QuickBooks Invoice Payments Portal
12089 results found
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Open a personal invoice overview screen when initially logging in
Present users with an overview screen where you can see all open invoices upon first login. Shunt email links to the overview page as opposed to the detail page of the invoice itself. This will allow users to have a visual reminder of what's due.
1 vote -
Do not clear fields when switching between debit and credit
Sometimes I forget to click credit first and when I do, it clears out the entry fields. So then i have to reenter the data. Alternatively, force the user to choose the payment method first, and then show the fields.
3 votes -
None necessary. Best plumbers in the business.
Great company of knowledgeable folks.
1 vote -
3 votes
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Put date of service and due date on the invoice and date of service, date of invoice and payment date on receipt.
Put date of service and due date on the invoice and date of service, date of invoice and payment date on receipt.
10 votes -
Include Phone number and customer email on the invoices. Also give the option to include the notes from customer intake information.
If you can somehow include Phone number and customer email on the invoices. Also give the option to include the notes from customer intake information in the customer data base when customers are input into the system. For example: When putting an estimate or invoice together, we have to back out of the invoice, go into customer info and copy and paste information and go back into the invoice. The customers information is usually input at time of appointment booking. I don't create an invoice until day of service. Having to back out of estimate or invoice to copy and…
2 votes -
Make the info on the receipt match the info here. Put the bank name on both here and the receipt.
Make the info on the receipt match the info here. Put the bank name on both here and the receipt.
1 vote -
i neglected to download previous receipts. is there a way to retrieve them at this time
please advise how to download past reeipts
1 vote -
email paid recpt back to customer - similar to pay pal
email paid recpt back to customer - similar to pay pal
2 votes -
2 votes
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Make credit card statements reflect who I'm paying
Right now my credit card statement is for Intuit rather than the company using you to process payment. If it could reflect the original company, it would help my record keeping.
1 vote -
Allow for postcodes instead of Zip codes for UK customers
Allow for postcodes instead of Zip codes for UK customers
1 vote -
auto payments should be made available quarterly
quarterly auto pay
5 votes -
Tips not available when paying on mobile device, only on pc. how about making devices equal
Only able to tip when paying an invoice on a pc. Not when paying from mobile devices. Please make payment options streamlined and the same depending on viewing device
1 vote -
Automatically create & save a copy as a attachment in QBO.
If both parties use QBO and the invoice is paid within QBO. Automatically upload a copy of that invoice as a attachment, for future record, into to payors QBO account connected the transactions.
1 vote -
The outstanding amount after a partial payment is wrong
The total amount was for 870. I made a partial payment of 270. Upon trying to make another payment, the outstanding amount shown was for 330 instead of 600.
This looks like a bug.
1 vote -
Send a link to the invoice
I like the option of sending a link to an invoice rather than QB sending an email. Some attorneys email systems are set up to reject emails from unknown source to avoid solicitations. I currently use PayPal for invoicing, and I can send a link to my clients in an email from me with PayPal. They have raised their fees, so I am exploring other options. QB would be my preference if I could send a link to the invoice without QB sending an email. Thank you!
1 vote -
Response time after clicking on the link to make a payment takes too long.
When clicking on the link to make a payment, it takes too long to open the payment page! This is the only time I have an issue with lag time when clicking on a link.
1 vote -
Clicking on "Pay Invoice" should prompt option to pay "Full Amount" or "Other Amount"
When a person clicks on "Pay Invoice", they should be prompted click a radial button for "full amount" or "other". If they choose other, they can enter in the desired amount.
The majority of online payment systems are set up this way, so I was caught off guard when the full amount processed without asking me to verify the desired amount or enter an "other" amount.
Thank You for considering my recommendation.
610 votes -
1 vote
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