cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Not applicable

How to accept a deposit on an invoice with Quickbooks Payments?

I'm using Quickbooks Payments to accept payments from customers.  I'm trying to figure out how to let a customer pay a portion of an invoice, without having to manually edit the payment amount while paying the invoice.  Even though this way works, it is far from ideal as a customer can make an incorrect deposit amount and we will be paying per transaction.

 

After reading this article https://quickbooks.intuit.com/community/Reports-and-accounting/Manage-upfront-deposits-or-retainers/..., I'm confused on how to work with deposits while using quickbooks payments.  Basically, I'm stuck on step 3 which is recording the deposit.  The issue is that I can't record the deposit manually if the person is paying with QB Payments, those transactions get automatically imported and matched.

 

So I'm wondering if I'm able to send an invoice, and then only request a portion of payment, so that when the customer receives the invoice they can just click "Pay Deposit" instead of paying the full amount.  Is there a way to do that?  If not, how do you guys solve it?

Solved
Best answer 02-07-2019

Accepted Solutions
Moderator

Re: How to accept a deposit on an invoice with Quickbooks Payments?

Thanks for your quick response, manousheh.

 

I would have to agree that having a "Pay Deposit" or "Pay Invoice in Full" buttons on an e-invoice is convenient for you and your customers. While we don't have this option, ​I'll personally send a feedback statement to our product engineers so they’ll consider adding this feature. We'd love to hear your suggestions too. Your feedback helps us create a better experience for you and for all of our customers.

 

To do so, click the Feedback link at the top of your Merchant Service Center screen (see the screenshot below).

 

image.png

 

Thanks for letting us know about your experience. I'm happy to help some more if you have other questions in QuickBooks or Merchant Services. Have a great day.

View solution in original post

7 Comments
Moderator

Re: How to accept a deposit on an invoice with Quickbooks Payments?

Thanks for posting here in the Community, manousheh.

 

Let me share some details about paying a portion of an invoice using QuickBooks Payments.

 

Right now, the customer would have to manually edit the amount on the e-invoice that they want to partially pay. However, once there is already a partial payment that was applied to an e-invoice, the balance of the transaction will automatically show zero or fully paid when you resend it to the customer. You'll have to manually record a payment to the remaining balance by using the Receive Payment feature in QuickBooks Online or in QuickBooks Desktop.

 

As for your other concern, if you are using the Downloaded Transactions feature to connect to your bank, deposit batches will automatically be matched. This is because your payments will automatically go into the Undeposited Funds account in QuickBooks Online as soon as you process them.

 

Once they settle and are deposited into your checking account in real life, you're right that the Batch Deposit will automatically be recorded.

 

That should answer your question. If you have any questions or clarifications about QuickBooks, please leave a comment below. Have a good one.

Not applicable

Re: How to accept a deposit on an invoice with Quickbooks Payments?

So there isn't a better way than leaving this in the hands of the customer?  Humans can make errors, I feel if there was a simple field called "require a deposit", and when that is selected we were prompted to enter the deposit amount, it would be much safer.  Then the customer would just get an invoice that would have two buttons on it (pay deposit, or pay invoice in full), or even just one button for "pay deposit".  This way the customer can't make mistakes.  If there is nothing like that, would this be a good place to request this feature, or is there a better place for me to submit it?

Moderator

Re: How to accept a deposit on an invoice with Quickbooks Payments?

Thanks for your quick response, manousheh.

 

I would have to agree that having a "Pay Deposit" or "Pay Invoice in Full" buttons on an e-invoice is convenient for you and your customers. While we don't have this option, ​I'll personally send a feedback statement to our product engineers so they’ll consider adding this feature. We'd love to hear your suggestions too. Your feedback helps us create a better experience for you and for all of our customers.

 

To do so, click the Feedback link at the top of your Merchant Service Center screen (see the screenshot below).

 

image.png

 

Thanks for letting us know about your experience. I'm happy to help some more if you have other questions in QuickBooks or Merchant Services. Have a great day.

View solution in original post

Not applicable

Re: How to accept a deposit on an invoice with Quickbooks Payments?

I would love for there to be an option that allows me to send a customer a full invoice with a pay deposit button. Please implement this feature in the next update! At the moment I send the customer the full invoice and then in the description say, please pay x amount as a deposit to lock in your booking. Then I credit that payment (through my banking link within quickbooks) to the invoice, and it comes up with "amount paid" and "remaining balance". Then I re-send the customer the updated invoice.

Moderator

Re: How to accept a deposit on an invoice with Quickbooks Payments?

Thanks for joining this conversation, Streamline Entertainment.

 

I've passed this request to our product developers and right now they're taking this into consideration.

 

Our engineers make improvements in the software by listening to our users' suggestions and comments.

 

Just a friendly reminder, once the customer added a partial payment to an e-invoice, the balance of the transaction will automatically show as fully paid.

 

You'll have to manually record the additional payment by using the receive payment feature in QuickBooks.

 

For additional insights about credit card processing, visit this article: Credit card processing in QuickBooks Online.

 

Also, please check out the new features on the QuickBooks blog here: https://quickbooks.intuit.com/blog/whats-new/.

 

The Community is always here, so please let me know if you have any questions or concerns. I'm always ready to help. Take care.

Not applicable

Re: How to accept a deposit on an invoice with Quickbooks Payments?

Yes.  This is a feature that I would love to see added.  I migrated to QB payments from Square.  Everything is better here EXCEPT this one feature.  I used the deposit feature on invoices all the time.  We do custom projects for customers that involve ordering expensive equipment.  We routinely accept deposits on invoices and have them pay the balance once the job is done.  If this could be implemented, it would basically make this system perfect for our needs.

Moderator

Re: How to accept a deposit on an invoice with Quickbooks Payments?

Thanks for joining this conversation, Motlem.

 

I can see how this feature would be helpful for you and your business. Rest assured that I'll pass along your request regarding this to Product Developers. They're always looking for ideas from users on how to improve QuickBooks Online (QBO).

 

In the meantime, I recommend visiting our Blog site. This is where we share recent happenings and future developments, such as updates to newly added features. Here's the link: https://quickbooks.intuit.com/blog/.

 

Just in case, I'm also adding these features for future reference:

 

 

Thanks for being a part of our QuickBooks family. Please let me know if you have any other issues or concerns, and I'll get back to you right away. I'm always here to help. Take care!

Need to get in touch?

Contact us