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Level 1

Balance shows on invoice in QBs but shows no balance when i email the invoice to the tenant to process for payment?

 
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Moderator

Balance shows on invoice in QBs but shows no balance when i email the invoice to the tenant to process for payment?

@robin38 Thank you for contacting community today.

 

Based off the experience you've mentioned, if the balance seen in QB is the remaining balance after a partial payment was made,  it could be one of two things:

 

1. There was a partial payment made electronically that was recorded in QuickBooks manually.

       

     The fix would be to delete the manual payment on the invoice and add the online payment from the Merchant Services Deposits screen located       on your home page.

     After adding the online payment, QuickBooks will display the remaining balance on the emailed invoice.

 

2. An online partial payment has not been added to the invoice from the Merchant Service Deposits screen and is pending action.

 

     The fix would be to add the partial payment from the Merchant Service Deposits screen.

 

If neither of these scenarios match what you see in QuickBooks, please contact us for additional troubleshooting with your account.

 

This link will take you to the QuickBooks support page, where you can select your service and the proper contact channel: Contact Support
     

 

 

 

 

Highlighted
Level 1

Balance shows on invoice in QBs but shows no balance when i email the invoice to the tenant to process for payment?

Since merchant services automatically records the payments made to invoices, there is no way to manually record anything. Therefore a partial payment is still posting to the invoice and if it is emailed to the customer again with a reminder to pay the balance, they are unable to do so through the link. 

@QuickBooksHelp when will this get fixed?!?

Highlighted
Moderator

Balance shows on invoice in QBs but shows no balance when i email the invoice to the tenant to process for payment?

Thanks for joining this conversation, @curious2020.

 

Yes, you're right. Recording a partial payment in QuickBooks Payments will automatically mark the invoice as closed or fully paid.

 

I can see how having the option to let customers pay the balance from a partially paid invoice would be helpful for you and your business. That said, rest assured that I'll send feedback regarding this to our Product Developers. They're always looking for ideas to consider on how to improve QuickBooks.

 

In the meantime, I recommend visiting our Blog site. This is where we share recent happenings and future developments, such as updates to newly added features.

 

Here's the link: https://www.firmofthefuture.com/product-industry-news/product-updates/.

 

Just in case, I'll be adding these articles for future reference:

 

 

Please know that I'm only a post away if you have any other issues or concerns. I'll be more than happy to assist. Take care and enjoy the rest of the day!

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