QuickBooks Invoice Payments Portal
719 results found
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Put a Done button on the payment receipt page. Eliminates ambiguity.
There are 3 actions available. Two had options: receipt or invoice.
The third, implied, is "close the page because you're done". Every action on a page should have a control related to that action: that's basic UI design.
2 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 -
Fix tab ordering
When tabbing through the boxes, it the first several as expected. However, the last line was broken.
On the last line was NAME, then ZIP. However, when tabbing, it went to ZIP then NAME. Ew. Please fix that. Thanks!
2 votes -
Neither the receipt for payment nor the invoice file names includes the date issued. This should be automatic.
Neither the receipt for payment nor the invoice file names includes the date issued. This should be automatic.
2 votes -
Invoice File Name
Put the name of your vendor company first in the file name, then the invoice number. Makes sorting for client easier to find specific vendor invoice.
2 votes -
CCV - For security purposes, ccv number should be ***'d out, as well as all but last four of credit card number
Most places x out the ccv number and all but last four of credit card number
2 votes -
Provide a Memo Field to add additional notes for the payer.
As the person paying an invoice I should be able to add any additional notes or comments.
2 votes -
Make it very explicit on the invoice what is being paid for.
Currently it doesn't say anywhere on the invoice what I'm actually paying for.
2 votes -
Add a PO reference to the receipt
I have to go back to the vendor for a separate receipt because I need one that references the PO. Please allow the vendor to reference the PO and display that on your receipt.
2 votes -
2 votes
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Optionally show basis for the sales tax charge
I just got charged $7.70 "tax" which I assume is sales tax (on a $140 bill for cleaning services). I don't think cleaning services is taxable in Wisconsin, so would like your invoice to specify more detail.
2 votes -
2 votes
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Vendor gets email without customer information or invoice number. Payment gets misapplied!
If you take the information like the customer name and invoice number and transmit it to the vendor, the payment will get applied correctly. Now they only see whatever I type in the name field. Please see attached screenshot. Invoice number is there. My name isn't related to their customer name.
2 votes -
Add a confirmation screen before processing the payment
The payment process seems to be missing a confirmation screen. When enter a partial payment amount and specify my method of payment - I would like to see a confirmation screen before it accepts the data and processes the payment. I think this is the only application I've used that doesn't offer that.
2 votes -
Stop requiring the second input of the account number to be manually typed in.
Stop requiring the second input of the account number to be manually typed in. For those of us with dyslexia this is both challenging and frustrating to do manually. I use a secure password manager to automatically fill in such forms but your form will not accept the input in that field.
2 votes -
Accept 4 digit zip/postcodes
I had to add an additional zero to the end of an Australian postcode for you to accept payment
2 votes -
Auto-populate CC info
The system wouldn't let me auto-populate the CC information, into the form, which works fine in other apps.
The data displayed briefly, but then erased from the screen when I clicked to enter it.2 votes -
Zip Codes
I do NOT live in the USA - so why are Zip codes required. The rest of the world doesn't use them.
2 votes -
Tax on the labor
I don’t think you can charge tax on labor. Believe you can only charge tax on material. You would separate out each to charge the tax. Maybe double check with your tax “preparer”.
See you Monday.
2 votes -
Creating a way to tip would be really nice!
Would have loved to tip, but didn’t have the option to add anything to my payment in the form.
2 votes
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