I appreciate your detailed explanation of your concerns, Robert. I can see how critical accurate invoicing is for managing your nonprofit's financial transactions, and I'm here to help.
We currently have an ongoing investigation case for your first concern. Regarding your second concern, and how we can best proceed with letting your customers see how they got the invoiced amount, I'm here to share the details and process.
Our product engineers are actively working to resolve the issue where discounts are not appearing on the attached invoice PDFs in QuickBooks Online (QBO). While we do not have a specific resolution date, I recommend contacting our Support Team to be added to the list of affected users. This way, you’ll receive updates directly. Here’s how:
- In your QuickBooks Online company, go to Help (?).
- Select either of these tabs:
- Assistant tab and type Talk to a human.
- Search tab and click on Contact us to connect with a support expert.
- Choose how you want to reach us (phone or chat).
About the Pay Invoice button no longer showing the exact amount owed, including any applied deposits, I recommend contacting our Support Team using the steps above to get in touch with them since this involves a more thorough investigation into what's causing it.
As a workaround to ensure discount and deposit visibility, you can consider downloading the PDF version of your invoices. Then, manually them through your email. You can follow these steps:
- After entering your invoice details, click on Manage.
- Ensure to toggle the Add payment link to PDF from the Design tab.
- Review other the discount and deposit amounts, and other invoice details.
- Select Print and download, then send the PDF via your email.
While there's no detailed breakdown of the deposits and discounts applied to an invoice, you can still consider sending a statement to help let your customers know how the initial invoice amount led to the current balance.
For future reference, let me add these articles about categorizing and matching your transactions in QBO:
We'll be here in the Community if you have further questions about managing or sending invoices to your customers in QBO. We'll do our best to assist.
