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QuickBooks Invoice Payments Portal

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  1. 1 vote

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  2. Put in a note that says it doesn't work with IE browser. I had to launch it in Chrome.

    Put in a note that says it doesn't work with IE browser. I had to launch it in Chrome.

    1 vote

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  3. Add an option to leave a note to seller.

    Add an option to leave a note to seller such as- ship my item.

    15 votes

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  4. Browsers

    Work with all browsers, or indicate which ones you work with. I got errors in I.E. but it worked with Chrome.

    1 vote

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  5. Improve the way credit card info entered

    Several times I have entered credit card info and afterward clicked the "pay by credit card" button. Rather than retaining the card info just entered, your algorithm deletes all the card information and forces the user to start over. This is very irritating and of course laborious.

    15 votes

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    2 comments  ·  Form  ·  Admin →
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  6. Columns width in invoice & estimate templates

    Allow for TRUE custom column width in provided templates and/or in imported templates. Right now, even though it's set to the max, or if we define a very wide space in an imported template, it stays narrow and cut sentences in the middle....

    1 vote

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  7. sign estimate

    Allow me to add my signature to estimate as well as toggle signature signing on and off. Basically add a area in the form section to control who signs the document

    2 votes

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  8. Add a place to add a Check number

    Add a field to add a Check Number

    2 votes

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  9. when you select Business Account, the field should be for a business name, not first and last

    when you select Business Account, as opposed to personal, the field should be for a business name, not first and last

    2 votes

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  10. When we import invoices, we need to get the email address to default to the one on the customer one on file or to an email in our CSV.

    When we import our invoices, we'd like to see Quickbooks default the email address on file (which it doesn't currently after import of invoices of CSV). We'd like to automate things more by having Quickbooks default the email address to email invoice or let us import which email address added to the CSV import format.

    2 votes

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  11. Make the presentation of the invoice and receipt more professional

    Make the invoice look more "professional," write Business Name correctly. Us capital letters properly. C. B. Holmes Plumbing, LLC.
    Make your "LOGO" look more professional, simplify it.
    On the "BILL TO" item, include the customer's name and address.
    The "SERVICE and DESCRIPTION area should tell me which address the work was done at. I may have more that one property you work on, remember these become MY tax records.
    On the PAYMENT RECEIPT, make it look more professional.
    e.g. C.B. HOLMES PLUMBING, LLC, 1083 Cate Rd. Brunswick, GA 31525.
    The receipt should show and indicate from whom the payment was…

    1 vote

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  12. 1 vote

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  13. 1 vote

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  14. Make sure your fonts are loading

    Load the proper font, and if you are using a fallback, at least have it be a sans serif to match avenir next

    2 votes

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  15. delivery time on the form

    you need the time of delivery along with the date on the receipt

    4 votes

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  16. Copy invoice sales tax

    When an invoice is copied, grab the latest sales tax rate for taxable items. Currently QB copies the old sales tax amount so we end up undercharging customers and have to pay the sales tax ourselves. Option 2, Ask "should be recalculate sale tax?" or something like that.

    1 vote

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  17. Allow users to add a nickname to a credit card.

    Allow users to add a nickname to a credit card. I use different CC for different properties and this would make paying bills easier

    14 votes

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  18. 9 votes

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    1 comment  ·  Form  ·  Admin →
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  19. Allow payment for BioOne option

    Invoice payment did not allow to increase for the optional Bio One resource.

    1 vote

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  20. Create Multiple Invoices for Customers Clients

    Make create MULTIPLE INVOICES for Customers Clients be available in PLUS plan.

    We've requested this feature for years.

    2 votes

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