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Active Member

QB online payments

Bill gets sent in email with current and any past due amount with a tab that says “view and pay”. When customer clicks on “view and pay” it takes them to only the current bill and ignores past amount with a new green tab that says “pay now”.  So then customer only is instructed to pay current charges and the past due sits overdue for another month or until I say something. Anybody have a similar experience or insight?

1 REPLY
QuickBooks Team

Re: QB online payments

Hi Poolshark,
 

QuickBooks Online Payments doesn't show all the outstanding balances of your customers on the emailed invoice. They can only pay the amount due shown on the invoice.

 

You'll want to email those past invoices separately.
 

Here’s how:

  1. On the left navigation panel, select Sales then Customers.
  2. Locate the customer that you’ll want to email.
  3. On the Transaction List tab, mark a check on the box to send multiple invoices
  4. On top of the Date column, click on the Batch actions button and choose Send transactions.

Let your customer pay the invoice on each email.

 

If you have other concerns, you can post again or comment below. Have a good day!