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QuickBooks Invoice Payments Portal

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  1. 35 votes

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    0 comments  ·  Other  ·  Admin →
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  2. 2 votes

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    1 comment  ·  Form  ·  Admin →
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  3. Custom Form Styles / Custom Invoice Templates in DOCX

    Existing invoice templates look basic and have very limited customisation options, which doesn’t allow us to create beautifully designed documents. I personally find it super important for our brand to stand out from the competition. We currently use Xero and they support DOCX templates, but we consider switching to QuickBooks because it integrates with our CRM system.
    I found that Custom Invoice Templates were previously available via QuickBooks Labs and for some reason they have been disabled for new accounts since 06/09/2021.
    Please bring this feature back. Ideally, it should be available not only for Invoices but for Quotes, Statements…

    23 votes

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    7 comments  ·  Form  ·  Admin →
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  4. add a credit card processing fee

    My boy's school sends me two bills - one for tuition and the other for credit card fees. why not include the two or allow me to add the cc fee to the bill.

    2 votes

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  5. Change pledge back to Invoice. The change of monthly invoices to pledge confuses customers.

    Why did you change the invoice transaction to Pledge on customer statements?

    5 votes

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    3 comments  ·  Form  ·  Admin →
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  6. Either autopay with bank account, or at least save my bank information

    Either allow autopay with a bank account, or at least save payment information so paying each time is quicker.

    3 votes

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  7. Greetings! I received an online invoice through your portal, and received a warning from BitDefender that it was a suspicious site.

    While making an online payment through my bank, I received a "suspicious web site" message and the following notice of an unmatching certificate: "Your connection to this web page is not safe due to an unmatching security certificate.
    This means that the certificate was issued for a different web address than the one it is being used for, and you run the risk of exposing your data by accessing this page."

    3 votes

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  8. After I enter routing number display bank

    Display bank after routing number is entered

    1 vote

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  9. Much harder to chx credit card for autopay than other other portals. Can that be improved?

    Provide a very visible one-click access link to a spot to change payment method and credit card for autopay. I've had great difficulty finding such a place. My exp date and CVV code need updating and I haven't been able to do so.

    2 votes

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  10. Please set up an Auto Pay system. This is a joke to have to enter the payment information every month.

    Please set up an Auto Pay system. This is a joke to have to enter the payment information every month.

    It looks like thousands have made the same suggestion. Maybe you need to hire some new programmers to fix this flaw.

    2 votes

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  11. Allow scheduling a specific date for payment.

    I would like to schedule payment on the due date, but don't want to wait until the due date to pay.

    10 votes

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  12. 1 vote

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    1 comment  ·  Admin →
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  13. Provide combined invoice/receipt

    Combine into one file with payment method so more matching up invoice with receipt drudgery!

    2 votes

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  14. 12 votes

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    1 comment  ·  Form  ·  Admin →
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  15. Create functionality to send sales receipts for bank transactions without invoice

    QB has a sales receipt functionality which adds one or more transactions to QB. However, when a bank transaction comes in though the bank links, we like to send a sales receipt directly based on the transaction and combine several transactions into one sale receipt. QB lacks this functionality totally and there is only a super complicated solution posted on YouTube which we are not going to use as QB should make our lives easier.
    We have 800 transactions per month without invoice, the lack of this functionality is hurting our business. It seems QB can not manage companies who…

    1 vote

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  16. auto pay: still won't let me use this feature ... rollin. 716-444-5537

    auto pay: still won't let me use this feature on intuit ... rollin. 716-444-5537 or rollinshoe@roadrunner.com

    1 vote

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  17. 3 votes

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  18. Please add Venmo and PayPal. You’re the last place to accept it. Everyone accepts these.

    Please add Venmo and PayPal. You’re the last place to accept it. Everyone accepts these.

    369 votes

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  19. Initial email link unsecured/http

    The link I received by email was for http://links.notification.intuit.com/ls/click?<redacted> rather than a proper HTTPS link, and adding https manually got me an invalid SSL certificate. This is bad.

    3 votes

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    0 comments  ·  Emails  ·  Admin →
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  20. STOP CHARGING CONVEINENT FEES

    stop charging convenient fees for paying by qbooks which it costs you zero dollars to use.

    399 votes

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