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QuickBooks Invoice Payments Portal

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  1. 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

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  2. 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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  3. PO

    “Please allow customization of Purchase Order forms in Canada, including the ability to remove the ‘Approved by / Date’ line. It creates confusion and isn’t used in our workflow.”

    1 vote

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  4. Auto-save feature for invoices and estimates

    It would be amazingly awesome to have the ability to save invoice and estimates automatically. Currently if I'm working on entering data and lose Internet I lose all the data entered since the last time I hit the Save button. It really seems possible to add this feature without much hassle.

    1 vote

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  5. Better invoice template customization

    I like the way the modernized invoice design looks, but I need to be able to customize it. For example, I would like to have the option to rearrange the table columns, to rename the column category names, and have access to more font types and sizes.

    Ideally, we should be able to apply the modernized "style" to our invoices (which applies the layout, font, etc.) and still be able to customize our invoice template like any custom invoice template.

    At the least, the font, table style, and logo size/placement should be options for the users to apply to their…

    2 votes

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  6. Quickbooks not approved for Google advanced protection accounts

    To send invoices from Quickbooks, you can tie it into your Google account.
    However, if your google account is secured with the Advanced Protection Program, this will not work. This is due to the Intuit Quickbooks setup not being approved by Google.

    Please work with Google to enable the ability to send out invoices from more secured accounts.

    2 votes

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  7. Add Discount % and amount as line item on PDF Invoice

    It would be very useful for my invoices to have the line shown that has the discount percent, as well as discount amount listed after the sub-total. If my customer enters the items by line item, they have to guess the discount percent to make their numbers match, or I have to specifically state it somewhere. Please allow the option to turn on/off the line item on PDF invoices at the sub-total for discount percent. It already exists for discount amount, but not for percent.

    2 votes

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  8. I want to be able to edit the payment receipt email

    I would like to be able to edit the payment receipt form under custom form styles. Or it needs to say "find your payment receipt" not "find our payment receipt".

    1 vote

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  9. recurring loan transaction amortization schedule

    Allow recurring transactions to follow a preset amortization schedule so you don't have to manually adjust the principal and interest amounts each month.

    1 vote

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  10. cash flow management through payment automation

    The QuickBooks Invoice Payments Portal is a powerful tool for businesses to streamline their accounts receivable and get paid faster. Here's a valuable suggestion on how to maximize its effectiveness.

    Many businesses enable the QuickBooks Invoice Payments Portal but don't fully optimize it or leverage its automation capabilities. To truly maximize its value, you should:

    Prioritize User Experience (UX) and Brand Consistency:
    Customize your payment portal: Beyond just enabling online payments, take the time to brand your payment portal with your logo, company colors, and a professional, friendly message. A consistent and professional look builds trust and reassures customers they…

    1 vote

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  11. Improving the QuickBooks Invoice Payments Portal Experience with PURE5™

    At PURE5™, we understand how crucial smooth and efficient invoice payment processes are for businesses. When it comes to QuickBooks Online’s Invoice Payments Portal, enhancing the customer experience can make a big difference. We believe improvements like faster payment confirmation, clearer instructions, and mobile-friendly interfaces would streamline payments and reduce friction. Additionally, integrating customizable payment options and automated reminders can help clients settle invoices effortlessly.

    As a company dedicated to innovation and customer satisfaction in the cannabis extraction equipment industry, we appreciate tools that support seamless financial transactions. We look forward to seeing QuickBooks evolve their payments portal to better…

    1 vote

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  12. Please add a filter (for vendor, time period, category, class, etc.) when downloading attachments in bulk!!

    Currently when one needs to export attachments to send to auditors, QB's Attachments page does not allow you to pick and choose the specific attachments to download. It downloads ALL items PAGE BY PAGE. The ability to filter what we need for a given vendor/month/category/class would be more ideal when bulk downloading!

    1 vote

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  13. I request quickbooks to add the class option under bill payments.

    Currently, the class option under bill payments is not available. This makes customised reports when filtered by class to reflect a position with missing bill payments. This affects the accounts payable and cash/bank ledgers.

    1 vote

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  14. What’s the most reliable OST to PST converter tool?

    The most reliable OST to PST Converter tool is Softaken OST to PST Converter software. This is the most reliable solution to convert OST to PST. The tool has the easiest way to convert a large OST file to PST format with no data loss. The software will help you to directly export OST mailboxes PST file format with all attachments by keeping all data intact. The software can migrate OST files to PST format without any hassle. And the tool supported all Outlook versions, like 2019, 2013, 2016, etc. The tool gives a demo version that users can try.…

    1 vote

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  15. Country Code

    The country codes used on the invoice template are wrong. For example, CYP, which you force on the invoice template, is not the international abbreviation of Cyprus. The international abbreviation for Cyprus is CY. Furthermore, CYP stands for Cyprus Pounds, which makes it confusing as we get numerous complaints from our customers for CYP in their address!. Please remove CYP entirely or change it to CY.

    1 vote

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  16. Food Processing Equipment for Manufacturers

    Food processing equipment is essential to modern food manufacturing, enabling efficiency, safety, and consistency in production. As the global food industry continues to expand, manufacturers increasingly rely on advanced machinery—such as industrial mixers, blenders, and automated systems—to ensure uniform texture, flavor, and shelf life of their products. These innovations not only streamline production but also elevate product quality, making them a cornerstone of competitive food processing operations.
    What does Reson do?
    Reson primarily produces various types of non-standard stainless steel tank vessels. Our vessel & tanks are expertly designed to meet the highest industry standards, ensuring safe and efficient storage…

    1 vote

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  17. Chage Default Pay Schedule

    Ability to change the Default status of a Payroll Schedule and inactivate or delete Pay Type never usesdd

    1 vote

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  18. Indian Lunch Restaurant Near Cincinnati oh

    If you're craving an authentic and flavorful Indian lunch restaurant near Cincinnati OH, Dusmesh Indian Restaurant & Bar is the perfect choice for you. Located at 944 Ludlow Ave, Cincinnati, OH 45220, this top-rated Indian lunch restaurant offers an extensive menu of traditional Indian dishes, expertly prepared with fresh, high-quality ingredients. Whether you're in the mood for a hearty curry, delicious biryani, or flavorful tandoori, Dusmesh Indian Restaurant & Bar serves up all your favorites with a distinctive, aromatic twist. Their warm, inviting atmosphere makes it the perfect spot for both casual lunches and special gatherings. Additionally, with its prime…

    1 vote

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  19. Get rid of the AI answering service

    Your AI bot that tries to help you when you call in sucks. I have to call on behalf of my current company because you guys mess up our billing all the time and it makes me want to throw my phone at the wall. I will celebrate the day I no longer have to work with you guys. I am dizzy with rage after trying to deal with it. Double thumbs down.

    1 vote

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  20. Estimates & Progress Invoicing Summary by Customer Report need to be able to filter by status

    This report needs to have the flexibility to sort by status. It would allow one to see what jobs they have in the queue that are accepted and easily identify if any billing was missed.

    2 votes

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QuickBooks Invoice Payments Portal

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