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QuickBooks Invoice Payments Portal

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  1. Allow customization of payment request email

    Allow the colors and layouts of outbound invoice emails to be customized.

    1 vote

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  2. Send invoice and all tax-related correspondence to the person noted as the primary contact.

    Somewhere earlier in the tax-preparation process, notify the primary contact
    1) the invoice will be sent via email.
    2) tax returns will not be sent until invoice is paid.
    3) explain what the "sales" means on the invoice.

    0 votes

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  3. If the bill hasn't been paid within a week, send a reminder!

    If the bill hasn't been paid within a week, send a reminder!

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  4. Only send an email when the payment actually goes through or is declined

    Only send an email confirming that the payment went through or was declined versus an automated email.

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QuickBooks Invoice Payments Portal

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