QuickBooks Invoice Payments Portal
1350 results found
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Add "Internal customer notes" column on reports
I need a column section on reports that will show "Internal customer notes".
1 vote -
if the account exec (or whoever the customer dealt with) would provide the customer with an invoice # to dispel any "suspicions " of "sc
For those of us "First Time" users, it would be great if the account exec (or whoever the customer dealt with) would provide the customer with an invoice # in advance--as to dispel any "suspicions " of "scamming".
1 vote -
Print Option for Payment or Scheduled Payment.
I want the ability to print the "Payment Made" or "Payment Scheduled" screen to attach to the invoice for records.
When I hit Ctr+P it squishes the image and is not legible
My only other option on the screen is to "Download the Invoice" which I have already printed. I need proof or confirmation of the payment for our records.
They only way I am able to get it now is using the screen snip method, saving it onto a drive doc and printing that.
1 vote -
Quickbooks printing of the invoice printed it too small and unreadable. There were no instructions to resize it to make it useful
Provide instructions to people who wish to print the invoice and resize the default settings to normal 8.5 x 11 paper
1 vote -
Make it possible to see all my available invoices on one screen.
I would like to open QB and see all the available statements and invoices organized by due date on one screen, with another tab where I can click and view all the past paid invoices.
1 vote -
Mail a bill, or send an email with a copy of bill including itemized amounts
Idea 1: Change the due date from being the origination date of the job to "due upon receipt" when the job is complete and invoice mailed.
Idea 2: Send a bill first when job is complete and then allow at least 2 weeks to receive payment before beginning phone calls like a bill collector. (In my case, Job origination: Jan 14th, Install: Feb 9th, First emailed bill: Feb 22. Call to pay: Feb 27th. No itemized bill in original email. I would also ask customers how they're liking their new (whatever it is) and thank them for choosing us!2 votes -
1 vote
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Please allow area to input costs to reflect a profit at the bottom
on the estimates and invoices tab i can not see how much profitability is in the sale, if there was an area for me to plug in costs directed towards material and labor that would be beneficial for to see how much profit is in each estimate.
1 vote -
Add a feature to close multiple Purchase Orders In QuickBooks Online Dashboard
For unknown reasons, Purchase Orders do not automatically close when added to a bill. Instead, they have to be closed individually. This is a real pain when we have upwards of 30-40 purchase orders against a single bill.
Can you please either close the Purchase Orders automatically when they are added to a Bill OR add a feature that would allow selecting open Purchase Orders to close in batches OR add a feature that would allow closing all Purchase Orders already assigned to a Bill?
Any of these options would save us a great deal of time. Thank you!
1 vote -
Give us a way to see old invoices
We need a way to pull up previously paid invoices. If it’s already a feature I sure can’t find it on your site.
1 vote -
HOW ABOUT NOT NAMING EVERY INVOICE THE SAME NAME "RECEIPT.PDF"
Naming invoices a different name each time you save a invoice. All pdf invoices are saved as "receipt.pdf". If you are getting monthly invoices or from multiple companies you can't just save all the invoices without going through a big process to rename them. Allow customer to name or rename receipt. Alternatively, add the invoice number and some company ID to the end of the receipt. Like Receipt15670027.pdf
2 votes -
Only payment date option was prior to due date. Vendor extended due date for invoice, but no option to pay later in Quickbooks.
Vendor extended due date due to their error, but was not able to schedule payment after the due date for the invoice.
1 vote -
Option to specify deposit % or amount required on invoice for payment
I have had a few clients pay our invoice in full by accident (large amount) using QuickBooks Payments when we only needed an initial deposit. I am coming from square where I was able to specifying 25% or 50%, or even an exact amount needed that shows up as deposit required on the page as soon as they hit the link. Showing the full amount as it is now is dangerous, you rely on them having to TYPE in the correct amount manually after doing math and you don't even allow for copy and paste. At least for now allow…
2 votes -
Who's on auto pay? Place it on the dashboard
It is very difficult as an employer to find out who has signed up for Auto pay. Many of our clients are set up on ACH but it is inconvenient to have to go in every month and pull money from each client's account. Naturally the option of auto pay is very attractive not only to the business but also for the client or potential client. The problem is however, figuring out who has actually signed up for auto pay because we do not get any type of notification from QuickBooks that Mr Smith or Mrs Jones has just signed…
2 votes -
11 votes
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Let me create an account with CC information and email of receipts.
Let me create an account so that I can save my CC information. This will also allow me to have an email associated with the account so that you can email me a receipt.
1 vote -
Text me my invoice. I rarely look at email anymore. Is that still a thing?
No one looks at email anymore. Unless you're doing something for work, email is dead. Having an app is useless too. Apart from entertainment, apps are dead. For paying bills in a timely manner, just text it.
1 vote -
1 vote
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Rename receipt download
Too many places name the download receipt.pdf and they overwrite each other. Could you please add the name of the business and the date?
1 vote -
Merge receipt and invoice into a single PDF after payment
Merge receipt and invoice into a single PDF after payment
5 votes
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