cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

Paying past due amounts via credit card in Quickbooks Online

Let's say a customer owes us $50 from an old invoice in October, and then I send an invoice for $25 in December.  It appears that if our customers use a credit card to pay the December invoice, they are restricted to only paying the $25.  Is that correct?  Is there any setting that would allow them to pay the past due amount as part of their December payment, or do I need to resend them the old October invoice in order to receive credit card payment for the overdue amount?

 

A couple of our customers have complained that the amount they can charge is limited by the system.  Not sure if this is user error or a true restriction

Solved
Best answer December 03, 2018

Best Answers
Highlighted
QuickBooks Team

Paying past due amounts via credit card in Quickbooks Online

Hi there, AnitaBrett.

 

Thanks for making it easy for me to understand your situation with that descriptive information. Allow me to share some solutions for sending invoices and receiving payments from customers.

 

QuickBooks Online allows your customers to pay you in per transaction basis. The details entered on a specific invoice are the same information your customer can see once they received it.

 

The option to automatically include the amount of the previous invoices balances to the current ones are unavailable. You'll have to resend the $50.00 transaction from October so the client can pay it. 

 

You can also send balance statements to your customers. This way, they'll know the total amounts they owed to you. Here's how to create one:

  1. Go to the Plus icon (Create button), select Statement.
  2. Under Statement Type, choose Open Item.
  3. Select the Date range you need.
  4. Put a check mark specifically to the customer you want to see. 
  5. Click Save and Send

Just like you, we aim to provide the best possible customer experience there is. If the manner of automatically merging the previous and current invoice balances can make it easy for your company and your clients to process payments, please let our product engineers know.

 

You can do so by going to the Gear icon, then selecting Send Feedback Online. I'll personally suggest this feature as well so we're hitting them in both customer and employee channels. 

 

If you have other questions in mind, don't hesitate to let me know. I'll get right back here and answer them for you. 

 

View solution in original post

3 Comments
Highlighted
QuickBooks Team

Paying past due amounts via credit card in Quickbooks Online

Hi there, AnitaBrett.

 

Thanks for making it easy for me to understand your situation with that descriptive information. Allow me to share some solutions for sending invoices and receiving payments from customers.

 

QuickBooks Online allows your customers to pay you in per transaction basis. The details entered on a specific invoice are the same information your customer can see once they received it.

 

The option to automatically include the amount of the previous invoices balances to the current ones are unavailable. You'll have to resend the $50.00 transaction from October so the client can pay it. 

 

You can also send balance statements to your customers. This way, they'll know the total amounts they owed to you. Here's how to create one:

  1. Go to the Plus icon (Create button), select Statement.
  2. Under Statement Type, choose Open Item.
  3. Select the Date range you need.
  4. Put a check mark specifically to the customer you want to see. 
  5. Click Save and Send

Just like you, we aim to provide the best possible customer experience there is. If the manner of automatically merging the previous and current invoice balances can make it easy for your company and your clients to process payments, please let our product engineers know.

 

You can do so by going to the Gear icon, then selecting Send Feedback Online. I'll personally suggest this feature as well so we're hitting them in both customer and employee channels. 

 

If you have other questions in mind, don't hesitate to let me know. I'll get right back here and answer them for you. 

 

View solution in original post

Highlighted
Level 1

Paying past due amounts via credit card in Quickbooks Online

I just wanted to thank you for your thorough answer.  I am familiar with using statements, but your answer to my inquiry was very clear.  Thank you for telling me how to submit feedback to the QB engineers.  I will do so, but I'm glad to know how to handle this issue when it arises in the meantime.

Highlighted
QuickBooks Team

Paying past due amounts via credit card in Quickbooks Online

You make me blush, AnitaBrett!

 

It's a delight to know that I was able to help you in my own little ways. Keep using the Feedback button if you have other suggestions on how we can make your QuickBooks experience even better. They are our basis in implementing new features and product updates that will be beneficial to all customers.

 

The Community is a great place to share your QuickBooks ideas with accountants and other users. If you ever need more help in the future- we are ready, and excited to help you.

 

More years to your company!

Need to get in touch?

Contact us