I would like to payback a portion of me if our “get paid upfront” loans but I don’t see an option to do that. How do I find that option?

I can help you have this option, desmond-transfor.

Do you have an active subscription to QuickBooks Payments? If you already have one, you can request Get Paid Upfront for qualifying invoices. Keep in mind that the Get Paid Upfront feature requires active QuickBooks Online and QuickBooks Payments subscriptions.

In QuickBooks, you can apply for Get Paid Upfront by signing into your QuickBooks account. Invoices > Get Paid Upfront. For the Get Paid Upfront eligibility, we can take a look at this info:

• Your business history within QuickBooks.
• Your maintenance of an active QuickBooks Payments subscription.
• Transactions within your business bank accounts.
• Your invoice history.
• As the personal guarantor, your personal and business credit profiles.

If you have additional questions about Get Paid Upfront, we can contact their customer service or email them directly. This article provides contact details: Apply for invoice funding in QuickBooks and get approved in 3 simple steps. Scroll down and select How do I change payment methods? to view their email and contact number.

Here's an article for further guide: Get Paid Upfront: New invoice financing through QuickBooks.

I'm always here to help if you have more concerns about recording transactions or other questions about QuickBooks. Take care always.

Terrible response. Customer asked how to pay back the loan to WebBank. There is no way that they or I can find in the quickbooks online app, and webbank.com requires a login. 

I figured this out on my ow, community. Please give me a thumbs up for solving this where there appears to be no documentation, help, or support to do this:

In QBO, navigate to 'invoices'. 

At the top, you'll see a toggle - 'View All Invoices' or 'Get Paid Upfront'. 

Click on 'Get Paid Upfront'.

At the top there are 3 what I will call 'tabs'...one for 'Fundable Invoices', one for 'Funded Invoices', one for 'Paid in Full'.

Click on 'Funded Invoices'

Over on the right hand side, for each invoice you got a loan on, select the button that allows you to pay loan or make payment. Might be a toggle on the right - not showing for me right now because I paid the loans in full this way.

After you make the payment, it takes a few more days for it to disappear from that page and the invoice loan moves over to the 'paid in full' tab. You will also get a few emails from the system telling you when it was paid in full.

that is how you pay back your loans to webbank for 'get paid upfront' loans. 

I hope Quickbooks documents this better in the future. 

Thanks for sharing your solution, @DaveLev.

It's customers like you that make having the QuickBooks Community so handy. Sharing solutions with each other helps us grow into a stronger team together. Please know that your input is always welcome and we appreciate you. 

Come back any time. Take care! 

Is there a way to see what invoice number belongs on which one loan without writing that down?  After sometime it can get confusing if you have all similar invoice charges.  

Thanks for posting your question in the Community forum, fesspainting. Let me assist you in locating the transaction numbers for invoices funded through Get Paid Upfront.

You can find more details on these funded invoices by going to the Get Paid Upfront tab under the Invoicing section. Let me show you how:

1. Go to the Sales menu and select Invoices.
2. Look for Funded invoices under the Get Paid Upfront tab.
3. Select an invoice and click View details under the Action column.

Just in case you're unable to see the invoice number, I recommend contacting QuickBooks Payments support. They can review your account and transactions for them to provide the invoice details.

Please go to this article to get their contact details: Contact Payments Support.

Sharing with you these articles as well for additional resources when using the feature:

• Manage Expenses And Increase Cash Flow With Get Paid Upfront
• Increase Cash Flow With Get Paid Upfront

Please feel free to reach out to the Community again if you have any other questions related to receiving online payments or using QuickBooks Payments, fesspainting. We're always happy to help.