Hi All, I have the desktop contractor addition of QB's. I am having an issue with the invoice email link that I send to my customers when they have a balance owed. Some customers use this link like a monthly bill pay link to pay off their dept in increments. Following my schedule on collections, I will email that same invoice. The customer will open the link and it will indicate that they have a $0.00 balance, when they still have a balance. If they decide to view the invoice, everything is in order to how much they owe and previous payments made.
Has anyone else experienced this and is there a fix? I am currently seeking information for external methods. If there is anything out there, I would like to hear about it.
I'm happy to share some insights about sending invoices from QuickBooks Desktop (QBDT).
When sending the same invoice it'll have the zero balance since the invoice may already be paid. However, it'll show the correct balance and the previous payment made when viewing the invoice since the account summary is used.
In this case, you may use the recurring payment feature which will help you save time and work faster than before. For further details, you can check this article: Recurring Payments.