QuickBooks Invoice Payments Portal
756 results found
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Improve Invoice Search Filtering
QuickBooks search is too limited. We need the ability to search invoices using multiple custom description fields at once, such as civic address and job type. Right now, if I search for an address, I get every invoice for that location, even ones unrelated to what I need. If I search for a job type, I get hundreds of results instead of being able to narrow them down.
There should be an advanced search function that allows users to combine multiple fields. For example:
- Civic address 123 Main St + Job Type
- Civic address 456 Elm St + Service Call
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1 vote -
customize customer statements
Users should be able to customize statement forms for customers with outstanding balances the way we can customize invoices, estimates & sales receipts. Right now it's only one standard template but not all business are equal. The word "statement" on the current template doesn't allow for my business address to show when mailing the form in a window envelope. Also, the margins are way off & my business name gets cut off at the top of the statement when I print it.
4 votes -
Item-wise discount option to be availabe 10%, 20% or whatever %
Item-wise discount option should be available on sale invoice and on purchase invoice after qty and rate column there should be another column of discount
2 votes -
In Purchase Orders, include the Approver's Name and Approval date on PDF form sent to Vendors
Currently there is a field for Approver's name and date, but it is not linked to the approval workflow the platform provides. Incorporate in the Purchase Order's PDF form the approver's details to facilitate the submittal of the PO directly throuhg the platform.
1 vote -
Have a notes area so I can respond to vendor. This seems to be a critical need from all of the requests for it.
It would be extremely helpful to have an area to put a note and/or memo to respond to a vendor about something. From the many, many requests for it, you'd think you'd make this a priority. Should have been a no-brainer when it was first set up to have something like that and should be quite easy to include at this point.
1 vote -
Credit Card payment form date field creates impossible dates
In the date field, for a credit card payment, almost all other payment apps will format the string "326" as "3/26", which is the only possible valid interpretation of that string as a M/Y format. Your date field, however, generates the impossible date: "32/6". A user should not have to prefix the month with a zero "03/26" if the initial digit for the month is in the range 2--9.
1 vote -
Pls incl a pic of the thing(s) I purchased.
Pls incl a pic of the thing(s) I purchased. This helos with record-keeping and helps me believe the invoice is not SPAM.
1 vote -
Please make the invoice templates as customisable as they were in Quickbooks Desktop
Please make the invoice templates as customisable as they were in Quickbooks Desktop
4 votes -
QR Codes
We would like an option to add our Google Review and Website QR Codes to our invoices and estimates. This is a crucial update to help our company reach more people.
2 votes -
Best Invoice payment method receive to date. Could be improved by adding a "Print Receipt" button , after payment is made.
Could be improved by adding a "Print Receipt" button , after payment is made.
1 vote -
2 votes
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Invoice and pay
Pop up instructions repeatedly did not allow completing form on IPhone. Many attempts to be able to complete.
1 vote -
Format your invoice so the text reads horizontally instead of vertically.
Format your invoice so the text reads horizontally instead of vertically.
1 vote -
Adding tips to payments -- dollars versus percent
When making a payment, I was presented with options for 5%, 10%, 15% or other. I wanted to make a 20% tip so that's what I typed in the Other box. I was surprised when it converted the 20 to $20. The UI should be clearer that I'm choosing a dollar amount rather than a percentage.
1 vote -
The invoice says monthly, which freaked me out. Isn't this quarterly?
The invoice says monthly, which freaked me out. Isn't this quarterly?
1 vote -
1 vote
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Formal information
On the invoice and the receipt, I need the person that I am evicting and also the address of the location on the invoice and the receipts for tax purposes.
1 vote -
Fix the form so that all boxes can be filled out. It is very difficult to fill in account holder name
Fix the form. Almost impossible to fill in account holder name because the legal text takes up too much room
1 vote -
Let us add notes
Let people put notes when paying so they can record important messages or info related to the transaction
1 vote -
My company has two brands with separate contact info - I can't have different contact info on each custom invoice form.
My company operates in two locations with different branding and different email/phone. One is *** Ltd and the other is *** Ltd t/a ZZZ.
Our customers need to recognise that the invoice is coming from the business in their area and has the relevant branded contact info/email for each invoice. They would be confused by an out of area phone number and an email address that doesn't correspond to the t/a name. All payments go into one bank account and are accounted for as one company, VAT returns etc.
1 vote
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