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QuickBooks Invoice Payments Portal

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  1. The list of types of accounts is incomplete. There are investment accounts with cash balances etc.

    The list of types of accounts is incomplete. There are investment accounts with cash balances etc. There needs to be explanation of how to figure out what type of account you are transferring from. Also, for transfer from trust accounts, do you enter the name of the beneficiary, the name of the trusttee, or the account name?

    2 votes

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  2. Apply Sales Taxes After Discount on Invoice

    Right now Sales Tax is applied on invoices before discounts. That seems illegal. We would like the Sales Tax applied after the customer is given a discount. Ca you at a minimum make it an option to apply a discount before Sales Tax?

    3 votes

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  3. memo line item

    There should be a line item for the reason of the payment.

    4 votes

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  4. 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

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  5. Please do not disable pasting into the checking account number confirmation input field.

    This is frustrating to everyone that copies their account number to their clipboard and wants to paste that number into the fields. If the first input field was pasted, please allow the second field to be pasted as well.

    15 votes

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  6. Show invoice # on receipt

    Show invoice # on receipt

    3 votes

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  7. 1 vote

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  8. 1 vote

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  9. Mark invoices Paid after bill is paid.

    Mark invoices Paid after bill is paid. Would prefer to print invoice that is marked Paid.

    12 votes

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  10. 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

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  11. do not show credit card number, or put button to hover cursor over to see it

    do not show credit card number, or put button to hover cursor over to see it

    2 votes

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  12. 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

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  13. 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

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  14. Add info for FSA reimbursement to invoice

    For FSA reimbursement, we need the invoice to show our child's name and the dates covered by the payment. Can we add those?

    4 votes

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  15. Offer a place to explain the overpayment for overbrook Gardens Homeowners Association

    Offer a place to explain what the overpayment is for. Is it for the $25 extra to become a Patron Member? Is it for the $25 extra for the boat ramp? Or is it for another amount which the customer might want to explain in more detail?

    1 vote

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  16. 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

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  17. Data Entry Form

    I entered all my credit card data, and then noticed that I needed to choose the "Credit Card" tab at the top of the form (the default was "Debit Card"). But when I chose the Credit Card tab, all the data I just entered for my credit card was wiped out and I had to re-enter it. So my suggestion is that the data not be wiped out when a customer switches from one tab to the other (from a Debit Card to a Credit Card). This would save customers time and frustration. Thanks!

    1 vote

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  18. The place where you pay held my checking account number

    My checking account number should not be listed when it asks for it to be typed in from a prior payment processing. I never authorized this information to be held, so it should not show up on a list of numbers that were previously typed in that drops down in that area.

    1 vote

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  19. System won’t accept a hyphen

    Your system won’t accept a hyphen in my name. My name is Jo-Anne and I always have to delete the hyphen when using auto-fill to pay my invoice!

    6 votes

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  20. 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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QuickBooks Invoice Payments Portal

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