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QuickBooks Invoice Payments Portal

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  1. 2 votes

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    1 comment  ·  Form  ·  Admin →
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  2. 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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    5 comments  ·  Form  ·  Admin →
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  3. 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?

    4 votes

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    3 comments  ·  Form  ·  Admin →
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  4. 12 votes

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    1 comment  ·  Form  ·  Admin →
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  5. itemize part names, brands costs &pickup fees. Give labor hours and rate.

    fairly standard stuff needed:
    itemize part names, brands, costs. & pickup fees. Give labor hours and rate.

    1 vote

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  6. Make site secure

    This site is flagged by BitDefender that it is insecure due to a bad or invalid certificate. You should make sure that the site is secure so information does not get stolen!

    1 vote

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  7. 1 vote

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  8. Have job address/info included on the Paid Invoice/Receipt.

    the Invoice shows the Job info, but the Paid Receipt does not show the Job info. It is VERY important to know what file the Paid Receipt is to go with.

    1 vote

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  9. Accept how I spell my name. It has a hyphen in it, but you don't accept that!

    Accept how I spell my name. It has a hyphen in it, but you don't accept that!

    5 votes

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    1 comment  ·  Form  ·  Admin →
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  10. The invoice should reflect what the message from the vendor states - re options

    The invoice from Expat Tax Professionals stated two options, but the payment form did not. ETP stated that I could make a deposit toward tax filing services with the option of coverage for support if there is an IRS audit. There is no box to tick on the payment form saying that I wanted the former but not the latter. Why not?

    1 vote

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  11. Bring back customization and features of old invoicing system.

    QB just switched over to a new invoicing template that has less features and customization options. They look unprofessional and are embarrassing to send to our clients. Support's response is basically, "Here's a link to where you can send your frustrations into a void to potentially have management assign this to our developers to fix." So here I am.

    If I try to revert back to the old design there is no way to remove the pay invoice button even after turning off online payments. I can take the invoice into acrobat and delete the button but a big reason…

    1 vote

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  12. 1 vote

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  13. don't download the obfuscated filename invoice without warning

    When following the link to the payment page (firefox on macos), I get an indicator that a pdf (kquat4UC.pdf) has been downloaded. After logging in I get another download indication with a similar filename, which was my first hint that the file was actually from Intuit. As I just read about an iPhone expolit that starts with a maliciously crafted pdf, this was a bad experience.

    1 vote

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  14. Allow people with disabilities to enter their account numbers

    The form for entering account information prevents assistive devices from completing the field that confirms account numbers. My assistive input device fails to enter data into that field (likely b/c you prevent paste) and I have to get another person to assist me in entering it. Please stop preventing those with disabilities from using the service.

    1 vote

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  15. Put the invoice number on the receipt

    Put the invoice number on the receipt. When you download the receipt, auto include the amount, date, and invoice number so I don't have to type it.

    2 votes

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  16. riversideclerk

    The downloaded receipt makes it appear that I have made a payment TO QuickBooks, not that I paid THROUGH QuickBooks. Allow your customers to edit their receipts showing the actual company paid larger than the other information.

    1 vote

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  17. After entering the bank routing number, you should be able to auto populate another field with the name of the bank.

    Showing the name of the bank based on entered routing number just adds comfort for the consumer that the routing number is correct.

    1 vote

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    1 vote

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  19. Receipt download button creates blank PDF. Please fix it.

    After posting payment with a credit card to the Quickbooks Invoice Payment Portal, the final step allows for download of a receipt. When the button is clicked, the PDF file generates with a header and some ledger lines within the body...but there is no receipt data included in the PDF file. This needs to be fixed.

    5 votes

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  20. 1 vote

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