I am using Quickbooks Desktop and I want to know how you can make a payment through the payment portal for all outstanding invoices. Currently a customer will have 40 invoices and have to enter their bank or credit card information 40 times. Is there a payment portal or something that can make it easier for them? I am on Quickbook Pro 2020.

Hi jillmellady!

Good to know you will receive payments for your 40 invoices!

Please note that your customer can only pay per transaction, not a lump sum. If it's possible and more convenient for both of you to do a bank transfer without using our payment channel, you can do that option. Consider bank transfer fees as well. Then, just reflect their payment in your QuickBooks records and send them a copy.

Let's say those 40 invoices sum up to $10,000, but your company will shoulder a 2.5% (example only) bank transfer fee if there is one. Basically, you'll only receive $9,750.

You can record a one Receive Payment transaction for $10,000 for those 40 invoices, and make sure it hits your Undeposited Funds account. Then, deposit that amount and deduct the $250 bank transfer fee so only $9,750 will reflect in your bank register.

Receiving payment and emailing the receipt:

Deposit the payment in the bank register:

If you have more questions in mind, feel free to go back to this thread. Take care and have a good one!

Yok33  is referencing to a Batch Action to Record Payments from Multiple Clients at the same time, similar to how we can email different clients notifications at the same time.   That would be very handy. it's such a waste of time to record each payment one by one. And very time consuming too.

Would it help to unclick the invoices that ARE NOT being paid by the check? Instead of checking off each invoice that is being paid.

No. Because the problem is that there is no "select all" button. In order to uncheck boxes, you would have to check them first. Since the "select all" button is not there, it means you manually have to check the box of every single transaction. This "select all" feature is exactly what I have been waiting for over 4 years now. The weird part is, if you just select one transaction for example and then add another transaction to make up for the difference, then save and then go back to it and edit it again, then suddenly the "select all" button is there. This is also my workaround right now. But initially when you try to match, the "select all" button is not there. It is very frustrating that Intuit is not able to fix this after so many years while constantly charging more money. 

Maybe I misunderstood. 

When I record customer payments in Qb desktop, once I chose my customer and enter the check amount Qb automatically checks all invoices for that customer. I then manually UNCLICK all invoices that ARE NOT being paid by this check. Hardly ever does my customer pay all invoices that are due so I just unclick then ones that don't apply to this check payment

Sorry, I don't have a select all button either. Qb just assumes and checks all invoices for me first. 

Not sure why mine is like this!!

Maybe it's because I have multiple jobs under one customer and that's why.??

Well, that explains it. You do utilize QB Desktop. I use QB Online. QB Online is different and does not have the option you are describing.

Awh! I have thought about switching to Qb online but I am afraid I won't like it and don't need any added stress