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QuickBooks Invoice Payments Portal

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  1. 2 votes

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    0 comments  ·  Form  ·  Admin →
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  2. Email Notification that a customer has paid an invoice

    Suggestion : Please enable a feature to send me a notification when an invoice is marked as paid. It is normally the customer that emails me to say they have paid. And it would be better for the system to notify me so I can be proactive with sending them a receipt.

    Better still please make an option to automatically send the customer a receipt on payment.

    At least one of these 2 options is needed and a weakness of QB

    2 votes

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  3. It would be good to have services line itemed for each residence for rental property tax purposes.

    Document charges for individual residences where you are doing more than one on the same invoice. Not sure how simple that would be, but just a help when documenting expenses on each rental property.

    2 votes

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    1 comment  ·  Admin →
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  4. You could tell me what it was I was paying for instead of sending a vague email

    Life is too busy, I barely remembered what this (might) have been for. Is it for tickets? where do I get them then? What is the next step? Who do I talk to? What is the event, what is the date? Where are my seats?

    2 votes

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    1 comment  ·  Emails  ·  Admin →
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  5. Set the day I want the monthly AutoPay made. Not 3 days before the bill is due, the actual day I want the transaction to happen.

    Set the day I want the monthly AutoPay made. Not 3 days before the bill is due, the actual day I want the transaction to happen. So when setting up autopay, you have the choice of what day would you like the funds withdrawn.

    2 votes

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  6. You already know all these requests, make it easy on your clients, before you lose them!

    I am sure you are well aware of all these requests, what concerns me is why you just won't go ahead and make it easier on your "current" clients before you lose them, I mean, an individual can't even choose his auto payment date to coincide with his finances, why are you making it so difficult for people to give you,.. their money? And we all would rather have an email receipt, than to search your website for your invoices.

    2 votes

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  7. Categorize payment as payee

    If I'm logged in as a payee, I should be able to categorize the payment for proper bookkeeping and automatically save the receipt into my QuickBooks account with all of the details prepolutlated

    2 votes

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  8. aged accounts receivable report by invoice date not due date

    The accounts receivable report (and accounts payable report) should be based on invoice date not due date. Why not have a toggle button to switch between invoice date and due date.

    2 votes

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  9. show payment discount rather than outstanding balance

    we have a 3% 15 discount. Alow this to be applied to balance

    2 votes

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  10. Provide confirmation number for payments scheduled for a future date

    Provide confirmation number for payments scheduled for a future date.

    I am not sure if a confirmation number is finally sent out when the payment is processed or not, but by then it is too inconvenient to look up the transactions again to update them. Please include it as payment is scheduled.

    2 votes

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  11. allow as many payments as needed to pay invoices in full

    Would be nice to be able to pay as I am able and not need a new invoice after 2-3 payments.

    2 votes

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  12. Automatically attach invoices to a transaction that I've paid with my Quickbooks account.

    My coffee roaster sends me invoices through his QB account and I pay with my QB account. Please have a way to automatically attach the invoice to the transaction so I don't have to manually do it every week.

    2 votes

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  13. I was wanting to give a bigger tip for your help and for Christmas! Maybe don't limit the amount? ;)

    I was wanting to give a bigger tip for your help and for Christmas! Maybe don't limit the amount? ;)

    2 votes

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  14. Stop charging fees to customers who want to use autopay.

    Stop charging fees to customers who want to use autopay.

    2 votes

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  15. Include invoice # on receipt

    Include invoice # on receipt

    2 votes

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  16. Having easier pay ment method i cant even pay with your set up

    I am from Canada we and I have an 8 digits routing number and I am trying to pay it won't let me and you advertise visa but don't accept it I need help to pay my bill please.

    2 votes

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  17. Comments section. Answer phone/emails/texts

    Comments section. Answer phone call, texts messages and emails.

    2 votes

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  18. 2 votes

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  19. 2 votes

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  20. Correct the conflict with AOL Acct holders. The invoices are not received. Your tech support team is aware of this ongoing issue.

    Apparently several AOL account holders for our merchant cannot receive the invoices. The email address of the merchant via intuit/quickbooks is not blocked or filtered by spam. This problem began several months ago. Our merchant tried a different AOL address which allowed the invoice just once. I had a lengthy call with your tech customer support folks. She said they were aware of this issue and would make its correction a priority. It’s been a month and I still cannot receive the invoice. Neither can my husband at his AOL email address. I just reactivated an old AOL account and…

    2 votes

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