QuickBooks Invoice Payments Portal
12296 results found
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My clients should NOT be seeing all "open" invoices when clicking to pay theirs.
My clients should only see their open invoice when clicking to pay their bill. I am unable to send billing invoices out until this is changed back. Clients have been calling very upset with this change as is our billing team.
1 vote -
mobile-friendly invoices
Adding mobile-friendly invoices with one-click payment options would make it much easier for service businesses like towing and roadside assistance to pay quickly. More flexible payment methods and instant payment confirmations would also greatly improve the overall experience.
1 vote -
Add "Change Customer/Projects" to Reclassify transactions
I would to be able to change customer/project for multiple transactions. I have over one hundred transactions that got charged (travel) before our contract was signed, and I have to go back and individually add them to a project one transaction at a time.
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1 vote
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Can QuickBooks Add a More Dynamic Payments Overview?
I find the current Payments Portal useful but a bit static. Is there any plan to introduce a more dynamic, real-time overview of transactions? Something with clearer visual sections and instant updates would make it so much easier to track pending and completed payments. A dashboard that feels more responsive and modern would really help with daily workflow.
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Improving the invoice‑payments portal usability in QuickBooks Online
Hi everyone! I’ve been using QuickBooks Online’s Invoice Payments Portal and had a thought — it would be super helpful if there was a live progress bar showing when a customer opens an invoice, starts paying, and completes it. Something quick and visual so we can see what’s happening at a glance. What do you think?
1 vote -
due on the 10th 1ST TO THE END OF EACH MONTH IDIOTS
YOU SUCK QBO ENGINEERS.......................DUE ON THE 10TH IS NOT DUE IN 2 DAYS IT AT A MINIMUM 10 DAYS........................................TOTAL ****.
BILLING CYCLES ARE FROM THE 1ST THROUGH THE END OF EVBERY MONTH BUT QBO ENGINEERS ARE TOO STUPID TO KNOW THAT BASIC ACCOUNTING IS DONE THIS WAY.................1 vote -
1 vote
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Company has cancelled/unsubscribed for more than two years, but still show on my login page
Company has cancelled/unsubscribed for more than two years, but still show on my login page. Customer service can't help solve the issue...
1 vote -
view email/text receipts history
I am trying to contact old clients for a marketing campaign. The way we process our payments is almost always on the go so its quick and we do not have time to input all customer information etc. However, we DO email and/or text receipts to customers. There must be a way to view the history of the emails and phones we sent them to however I just contacted support and they dont have an answer. I was told to post something here.
1 vote -
How to view where receipts were sent after payments are processed through Quickbooks
I am trying to contact old clients for a marketing campaign. The way we process our payments is almost always on the go so its quick and we do not have time to input all customer information etc. However, we DO email and/or text receipts to customers. There must be a way to view the history of the emails and phones we sent them to however I just contacted support and they dont have an answer. I was told to post something here.
1 vote -
The auto pay experience is horrid!
Make the "manage payment" link actually work. Send a receipt showing payment was made.
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By digitalizing payment
Hey everyone,
How about Apple Pay? Many people use Apple phones and devices. What if we use this as a way of payment? Nowadays, some food chains are also accepting Apple Pay, such as Sonic Drive-in1 vote -
Importing Chart of Accounts Descriptions
Please allow the ability for Accountants to import the Account Descriptions for each Account. This is imperative for all users who have access to post transactions to fully understand what the accounts should be used for. Manually adding descriptions for larger companies (50+ accounts) is a gross disservice of accountants' (and anyone's) time when this could be avoided by simply allowing an extra field in the Import process.
1 vote -
When there is a failed direct deposit show more details
It would be helpful when there are direct deposit issues to have more transparency to best identify the issue and also to track money. Currently if thee is a direct deposit issue there is no way to verify account numbers and also no way to show if a payment has been processed elsewhere. I was informed nearly a week later that the deposit failed and when I contacted QBO, per their direction, I was informed that there was nothing I would be able to see about the failed deposit or returned funds (including in my bank account and QBO) until…
1 vote -
There should be the option to chose different A/R within the invoice form.
There should be a dropdown menu to select the accounts receivable we want within the invoice form. Some companies manage more than one account receivable. Or some only have one, but with different subaccounts depending on the type of service, the client, etc. Today, a client told me they could do this in QBDT, but not here in QBO.
1 vote -
Test
This is a test
1 vote -
Sticky Note on customer Invoice
I would like to request a feature that allows us to attach "sticky notes" to individual customer profiles.
My goal is for these notes to be visible on the invoice page whenever I am inputting a new invoice for a particular customer. This would be incredibly helpful for quickly referencing important information such as pricing agreements, payment terms, delivery instructions, or any other relevant details specific to that customer.
Having these notes automatically appear when I open a new invoice for a customer would streamline our workflow and ensure we have all necessary information at a glance.
Thank you for…
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I need a report that shows all customers who have not placed an order within a certain period of time,
I need to be able to run a report that shows all my customers who have NOT placed an order within a certain period of time, determined by me.
1 vote -
Ability to change the default "Ship From" address for invoices
I need to be able to change the default "Ship From" address on my invoices without changing it manually on every invoice or changing my overall company address. The majority of my invoices are not shipped from my main address, but rather my warehouse in another state. For this state this affects sales tax calculation. It is hard for my warehouse to remember to paste in their address as the "ship from" address on every invoice they create.
1 vote
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