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QuickBooks Invoice Payments Portal

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  1. email me the receipt instead of making me download it each time for my expense reports. so much easier when I can just forward the email.

    email me the receipt instead of making me download it each time for my expense reports. so much easier when I can just forward the email.

    1 vote

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  2. Sync with ClubSpot

    We were told that saving a payment method in ClubSpot would be how to manage our private club account activity. This QB step seems to be duplicative.

    1 vote

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    0 comments  ·  Payment Method  ·  Admin →
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  3. Simple: Change Receipt title to Receipt_Merchant_Name_Date.pdf

    When I download the receipt, it just saves as Receipt.pdf. Crazy and now I have no context. I tried to load 5 receipts, and I had 5 files called receipt.pdf, receipt(1).pdf, receipt(2).pdf... just not helpful. Having the merchant and date in the name would be 1000 time better.

    1 vote

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  4. 1 vote

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  5. 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…

    40 votes

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    12 comments  ·  Form  ·  Admin →
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  6. I'm confused, I chose bank, but how did I pay?

    I selected "Bank", then I put my routing number and my account number and name, and I clicked "Pay", but I was expecting to see another page telling me how to actually pay (Wire or ACH instructions), instead it just said I paid, but I actually didn't; why does it say I paid and it even sent me a receipt via email. How does this work?

    1 vote

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  7. 1 vote

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  8. Allow to see all open invoices for vendor

    You should be able to see all outstanding invoices that you have for a vendor

    2 votes

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  9. Email the bill before its due, not on the day its due

    Email the bill before its due, not on the day its due

    1 vote

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  10. When the balance due includes past due balances, show options for payment amt - current and total

    When sending invoices to clients which include a past due balance due to outstanding invoices, the default payment amount should either be the total amount due, or there should be options to pay the current amount due or the total amount due. Clients are noticing the edit amount feature next to the payment amount.

    1 vote

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  11. I was unable to use my American Express card even after the biz owner verified that they did in fact accept them. Inconvenient!!

    Figure out the glitch with American Express payments. Works with some vendors, not with others?? No one with cust svc can help resolve...highly inconvenient. Also, don't blame the cardholder. My card works everywhere else and per their cust service it's def a QuickBooks/vendor issue.

    1 vote

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    0 comments  ·  Payment Method  ·  Admin →
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  12. 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

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    0 comments  ·  Form  ·  Admin →
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  13. Allow ACH payment for all countries especially Nigeria

    Setting up Payment was greyed out because I am not in the US UK and AUS, kindly make ACH checking payment method available for other countries

    1 vote

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    0 comments  ·  Payment Method  ·  Admin →
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  14. 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

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  15. Nothing. It was quick and easy to process.

    I think it was pretty easy to process the payment. You could mention how many days before it clears. I assumed the contractor received his payment immediately. That did not happen, it takes 2-4 days depending on the financial institution.
    Thank you.

    1 vote

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    0 comments  ·  Payment Method  ·  Admin →
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  16. Add sharing feature

    Add share buttons for invoices and receipts. That way it is easier to send a copy to another party such as a spouse or partner.

    1 vote

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  17. Let us add notes

    Let people put notes when paying so they can record important messages or info related to the transaction

    1 vote

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  18. 1 vote

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  19. stop being so greedy

    today a customer paid our invoice of $3400 online through QB. QB charged over $100 to process this and no one lifted a finger, it was all done automatically with computers. Do you know how long I have to work to earn $100?

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  20. Pay multiple invoices at once

    Is there any way to pay more than one invoice at a time to a vendor?

    2 votes

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QuickBooks Invoice Payments Portal

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