No option to record payment on invoice

Let me ensure you can record payments to your invoices, Dify.

In QuickBooks Online (QBO), there are two ways you can record payments for your invoices. Through the dedicated Receive Payment button within the invoice itself and the + New button found in the upper left corner of your QBO dashboard.

You can refer to the screenshots below:

The following options should be available and can be applied to an invoice that has not yet been marked as paid. If any of these options are missing, it could be due to a browser-related issue. To resolve this, I recommend clearing your browser’s cache and cookies. This helps isolate and eliminate outdated or corrupted data within your browser that may be causing the options to disappear.

Let us know how things progress on your end. We’re fully committed to ensuring everything runs smoothly for you.

Thank you, but I use the app on iOS (iPhone a s iPad), does this apply to that, as I don’t have any options to record payment or mark a quote as accepted, they were there before but aren’t now

In the new invoice layout (on the IOS App), when you save (which you have to do before you can request a signature or mark an invoice paid), it doesn’t stay on the invoice allowing you to request a signature, or mark it paid.

It now takes you back to whichever page you started from, eg home page, or customer page, wherever you clicked “create new invoice” from.

In the old layout, it stayed on the invoice so you could mark it paid.

I reported this as a bug last week, and it’s on the list to be fixed. 

For now, we have stuck with the old layout, until this is fixed (or until we are forced to move to the new layout).

You can switch invoice layout via the web / browser app (in the web app, click to create new invoice, and click the button to switch to old layout).

I appreciate you confirming that you're using the QuickBooks Online mobile app, Dify.

While I'd like to assist you directly, this specific issue requires a thorough review by our live experts. This approach will ensure that you can directly record payments when creating invoices within the mobile app.

Here's how you can reach our live experts through the mobile app:

1. Tap on More and then select the Help icon in the top right corner of the page.
2. Select Articles and Support, then click on Contact Us.
3. In the box provided, describe the issue you encountered when creating an invoice and mention how the option to record a payment has disappeared.
4. Click Continue, and then select the Callback option.

For effective communication, please refer to our support hours: Get help with QuickBooks products and services.

In the meantime, I recommend accessing the invoice through the customer's profile. From there, you can click on the transaction and record the payment.

I also appreciate you, James, for outlining the steps you've taken and bringing this issue to our attention.

Please let us know if you still have other concerns. We're always here to help.

I’m still having this issue, unable to record payments in IOS mobile app.

I understand how challenging it can be when you're unable to record payments through the QuickBooks mobile app, @Bishopcaleb. I want to ensure that we resolve this issue for you, so I'll put you in touch with our support team to help you manage your transactions efficiently while on the go.

Although I would like to assist you directly, your case involves specific details that our experts can help you review thoroughly. They'll be able to provide the support you need to ensure you can record invoice payments in your mobile app. 

Here's how to reach them:

1. In the Menu page, click the Help icon.
2. Pick Articles and support, then Contact Us.
3. Enter a keyword or brief description of your concern in the search box, then Continue.
4. Choose Callback for assistance.
   

To prevent your calls from being disconnected, I recommend checking our support hours for prompt assistance: How to get help with QuickBooks.

In the meantime, I recommend accessing the invoice through the Customer's profile. From there, you can click on the transaction and record the payment.

We look forward to helping you get the support you need. If you have further questions about recording payments and managing invoices, please don't hesitate to click the Reply button below. I’m here to assist you further and ensure everything works smoothly for you. Take care.