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QuickBooks Invoice Payments Portal

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  1. After you pay a invoice / bill online neither the invoice or the receipt show the remaining amount owned!

    Both downloads options the invoice or the receipt should show the remaining balance

    2 votes

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  2. Customise Estimate content

    The formatting for the "content " section of the estimate is too basic and customisation is limited to font size only.
    Please allow more formatting options such as underlining and bold, font colour and style. I have to put a lot of text here and it does not look professional compared to the rest of the form

    1 vote

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  3. Send out invoices a week before due. Not after they are due

    Send out invoices a week before they are due.. Not two weeks after stating it is overdue

    6 votes

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  4. Clearly identify credit card fees where there is a cash/bank discount

    My invoice included a line item for credit card fees, but I don't have to pay those fees if paying via bank account. Now I have to request a refund and my vendor has to process a refund check. It would be much cleaner if the credit card fees could be attached to the payment method.

    3 votes

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  5. When you download a copy of invoice or receipt, include merchant name and date instead of filename being only "receipt.pdf"

    When you download a copy of invoice or receipt, include merchant name and date instead of filename being only "receipt.pdf"

    7 votes

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  6. 1 vote

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  7. 2 votes

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  8. 1 vote

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  9. 1 vote

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  10. payment limit

    Notification if invoice exceeds regular service payment and autopay disabled so manual payment must be made

    1 vote

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  11. Inform end user of merchant's pay method choices.

    Currently if the merchant has disallowed credit cards the end user doesn't realize its their choice and not quickbooks.

    How its not legally required to inform end users of their payment and the commission a service like quick book takes is crazy to me. Just be honest in business.

    It is kind of shocking how many people don't realize or understand how credit card fees impact the cost of goods. If they did there might be pressure from credit card consumers to demand lower rates. If i'm paying through quickbooks, but just sending a check would save the actual business…

    4 votes

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  12. It was very easy to make pmt.

    Thank you for doing such a great job on my pavers. It was a pleasure to work with you. The workers were very efficient and polite.

    2 votes

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  13. Show the invoice in CAD

    Show in my currency!

    1 vote

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  14. Please send a paper bill via USPS to my home address. I receive so many emails that I can't guarantee that I will see your email bill.

    I need a paper bill sent to my home address as it's too easy to miss an important email amidst the deluge of emails I receive daily.

    3 votes

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  15. 2 votes

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  16. Download one file with the receipt and invoice combined.

    I currently have to download the files individually and combine them in Adobe.

    1 vote

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  17. Is it possible to add a Review Invoice Button as well on the initial email. You can't see what the charge is until you hit Pay Invoice.

    Adding a Review Invoice button in addition to the Pay Invoice. You can't see what the charge(s) are for until you hit Pay Invoice.

    Thank you!

    Kathy

    1 vote

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    0 comments  ·  Payment Method  ·  Admin →
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  18. Allow more information regarding customers to be saved to each individual customer.

    When inputting data for a new customer or even editing an existing customers information, it would make QBO a much more desireable product if there was the option to set specific hourly labor rates for each individual customer. I do not have 1 set hourly rate, it changes depending on the situation (distance, condition of equipment, how much time that location will require) and it makes the process of trying to get invoices sent out quickly extremely troublesome with the need to go find the agreement with the customer to verify pricing.

    I could create a service for each customer…

    0 votes

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  19. Email Notification that a customer has paid an invoice

    Suggestion : Please enable a feature to send me a notification when an invoice is marked as paid. It is normally the customer that emails me to say they have paid. And it would be better for the system to notify me so I can be proactive with sending them a receipt.

    Better still please make an option to automatically send the customer a receipt on payment.

    At least one of these 2 options is needed and a weakness of QB

    2 votes

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  20. 1 vote

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QuickBooks Invoice Payments Portal

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