Get 50% OFF QuickBooks for 3 months*

Buy now
United States United Kingdom Australia Canada (English) Canada (French) France Singapore South Africa Global Ireland
cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.
namgbr
Level 1
posted
‎September 14, 2024 11:51 AM
last updated ‎September 14, 2024 11:51 AM

Payments from Payment Links / Auto Generated Sales Receipts

I'm just wondering if I am missing something or if indeed the implementation of payments via payment links is as illogical as it appears.

 

Having read some other posts, it seems that any payment from a payment link, whether it is one on an invoice or one from a manually created payment link in the dashboard, triggers an auto generated sales receipt. This neither links back to the invoice related to the payment link or in the case of an existing customer using a dashboard created payment link, the auto generated sales receipt makes no attempt to match to an existing customer using name or email address.

 

There's also no way to turn off the utterly dumb auto generated sales receipt so the manual work is increased by the fact you have to additionally delete all the auto generated sales receipts to then manually create sales receipts linked to customers or match the payment against an invoice.

 

Am I missing something or is this really how abysmally bad this has been implemented?

Reply Join the conversation
2 Comments 2
AbegailS_
QuickBooks Team
QuickBooks Team
‎September 14, 2024 03:07 PM

Payments from Payment Links / Auto Generated Sales Receipts

I'm here to share insights on how to handle the autogenerated sales receipts in QuickBooks Online (QBO), namgbr.

 

When a customer pays you through a payment link, it will automatically be recorded as a sales receipt. Correcting the entries is the best way to handle this.

 

I understand that the current system creates challenges, especially with the auto-generated sales receipts from payment links. I suggest sending feedback to QuickBooks regarding these issues. Your insights could help them identify areas for improvement in future updates. Clear communication about the user experience can lead to enhancements that benefit everyone.

 

Here's how: 

 

  1. Open your QBO account.
  2. Go to the Gear icon and select Feedback.
  3. Type in your suggestions and then click on Next.

 

If you subscribe to QuickBooks Payments, here's an article to learn how to process payments in QuickBooks Online: Take and process payments in QuickBooks Online with QuickBooks Payments.

 

Additionally, I'll leave these helpful articles as your references to manage your accounts and keep your account accurate and balanced:

 

 

Keep us updated if you have further questions besides using the payment link from an invoice. I'd gladly help you anytime.

Reply Join the conversation
namgbr
Level 1
‎September 14, 2024 08:08 PM

Payments from Payment Links / Auto Generated Sales Receipts

Thanks for the info. It seems it is as bad as I thought,

 

I will submit feedback, but whoever implemented this has apparently never actually used the product.

Reply Join the conversation
Need QuickBooks guidance?
Log in to access expert advice and community support instantly.
Featured
The Answer Room - Payroll Made Easy: Your guide to paying your team with QuickBooks Online
Want to get the most out of your payroll solution? We've got you covered. I...
Read more
Your Bank Feed, Reimagined: How AI is Making Banking Smarter, Faster, and Easier
(view in My Videos) Resources: A closer look at the new QuickBooks bank fee...
Read more
QuickBooks Online Kickstart: Your First Steps to Success
Dive into the world of small business finance with this premiere episode of...
Read more

Need to get in touch?

Contact us