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QuickBooks Invoice Payments Portal

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  1. Don't send the invoice on the day of the treatment. wait till 7 days before due date

    Don't send any invoice until 7-10 before it is due. When you send the first one on the day of service, it will get put aside and probably forgotten.
    That is UNLESS you send paper statement, then I can put in my stack of bills to pay on certain days. If you insist on sending all statements email, which I do not like, then just send one 7 days before payment is du.

    5 votes

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  2. 5 votes

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  3. Leave a notation for payee to indicate what payment was for

    Add a line so payee can note what payment was for.

    5 votes

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  4. 5 votes

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  5. E-mail the invoice before the reminder one day before it is due. One day's notice with a threat of cutoff is not right.

    My first notice of an invoice should not be the 'reminder' invoice that my service will be cut off in one day without receipt of payment. If you cannot send the initial invoice, provide an alternative automatic payment method. It must be one or the other...or I am going back to seviernet despite your two-year contact.

    5 votes

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  6. pdf receipt to upload

    receipts downloadable in pdf format so can upload to quickbooks

    5 votes

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  7. edit the form style for expense voucher

    edit the form style message for payment / expense voucher

    5 votes

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  8. Under Green Button saying INVOICE in email put (Pay Now)

    Simply change the invoice button to say "pay now" or "pay by card" under the view invoice button in the email

    5 votes

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  9. I need to know this bill's coverage time.

    Please provide a detailed information about the bill.

    5 votes

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  10. Attach PDF Invoice to emails.

    QuickBooks recently stopped attaching PDF Invoices to the emails sent to clients for payment. Some clients can't access the invoice online (browser issues, etc.), so they need the PDF that has always been attached to the email (PDFs are universal and can be opened easily). Can you please bring that feature back, or at least make it optional, if some don't want it as an automatic thing? That would be great. Thanks!

    4 votes

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  11. Please add the service dates to the invoice. Other companies include the name of the caregiver as well

    Please add the service dates when the caregiver was here to the invoice. Other companies even include the caregiver's names.

    4 votes

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  12. Send invoice receipts via email automatically

    Send invoice receipts via email automatically

    4 votes

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  13. 4 votes

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  14. 4 votes

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  15. Please don't invoice me a month in advance. It gets buried in email and I sometimes forget.

    Please don't invoice me a month in advance. It gets buried in email and I sometimes forget

    4 votes

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  16. 4 votes

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  17. e-mail me the receipt

    e-mail me the receipt

    4 votes

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  18. Maybe start sending out invoices before due dates

    Keep getting charged a late few that I have to pay every time bc your not sending out the invoices before the due date. I got my invoice 3 days after the due date and was stuck with a $20 late fee. Not cool at all

    4 votes

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  19. 2nd time invoice went to junk mail on google account

    I have had 2 invoices go to junk mail

    4 votes

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  20. Cash app

    Have you ever thought about Cash app?

    4 votes

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