Billing client through their portal- not sending invoice

Hello, Carol. 

It's good to hear that your client has their own portal where you can send invoices for their QBO subscription.

To show an invoice on record in QBO, you can manually create one without sending it. Then, once their payment is deposited into your bank account and shows up on the Banking page, you can easily match it to the invoice. Follow the steps below for guidance.

Here's how:

1. Go to the + Create and select Invoice.
   
   
2. Fill out the details exactly as you did in the client's portal (Customer, Date, Products/Services, and Amount).
3. Instead of clicking Review and send, select Save and close.
   

QuickBooks will now show this as an open invoice in your Sales tab, but no email was sent to the client.

When the direct deposit appears in your bank feed, QuickBooks will recognize the amount and let you Match it to that saved invoice. Here are the steps:

1. Head to the All apps menu in the left side of your screen, then select Accounting.
2. Navigate to the Bank transactions.
3. Find the transaction in the Pending tab.
   
4. Click Match.

Once done, it applies the payment to that particular invoice and updates the status to Paid/Deposited.

We're always here to help with your concerns.

Hi, Carol. 

I just want to follow up to check if the resolution we provided helped resolve your issue.

Please let us know if everything is now working as expected or if you're still experiencing any problems. 

We'll be glad to assist further if needed.