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danatheus
Level 2

Is it possible to see what customer made a payment on your "payment receipt" email? The invoice is listed but not customer info. Frustrating.

I get the email and can't remember who I billed that amount of money so I need to back to QB and navigate to invoices just to figure out who paid their bill. I talk to my customers all the time and if I could just know from a glance who's paid I would be able to thank them and won't acciddntly ask them to pay a bill they've already paid!
Solved
Best answer February 24, 2020

Best Answers
Charies_M
Moderator

Is it possible to see what customer made a payment on your "payment receipt" email? The invoice is listed but not customer info. Frustrating.

Thanks for coming back, danatheus.

 

I understand your point and how you'd want to expand the customization option on payment receipts. Together with my colleague, I will relay this suggestion to our product developers for future developments.

 

In the meantime, I encourage you to visit our QuickBooks Blog to be updated with the most recent improvements made in QuickBooks Online (QBO).

 

Feel free to reach back to me if there's anything else you need to know about QuickBooks. Have a wonderful day ahead!

 

View solution in original post

7 Comments
MaryJoyD
QuickBooks Team

Is it possible to see what customer made a payment on your "payment receipt" email? The invoice is listed but not customer info. Frustrating.

Thank you for posting, @danatheus.

 

Currently, the feature to customize the payment receipt email is still unavailable in QuickBooks. However, you can go to your Merchants account to check where and from whom the payment is coming from.

 

Here’s how:

  1. Sign in to the Merchant Service Center.
  2. Below Activity & Reports, click on Transactions.

Here’s more information on how to search for transactions in the Merchant Service Center

 

The feature to customize the template would be a great addition to the current features we have. I'll be sure to share this idea with our developers right away. For now, you can visit the QuickBooks Blog to check for new updates and features that we have. 

 

Let me know if there is anything I can help you with or you mean something else, by leaving a comment below.​

danatheus
Level 2

Is it possible to see what customer made a payment on your "payment receipt" email? The invoice is listed but not customer info. Frustrating.

Thanks for the reply. This seems like such a no-brainer. Who designed it with the expectation that (a) you would remember which invoice number is associated with which client and (b) clicking a bunch of times to find out is a good use of time?

 

 

Charies_M
Moderator

Is it possible to see what customer made a payment on your "payment receipt" email? The invoice is listed but not customer info. Frustrating.

Thanks for coming back, danatheus.

 

I understand your point and how you'd want to expand the customization option on payment receipts. Together with my colleague, I will relay this suggestion to our product developers for future developments.

 

In the meantime, I encourage you to visit our QuickBooks Blog to be updated with the most recent improvements made in QuickBooks Online (QBO).

 

Feel free to reach back to me if there's anything else you need to know about QuickBooks. Have a wonderful day ahead!

 

View solution in original post

Fiat Lux - ASIA
Level 15

Is it possible to see what customer made a payment on your "payment receipt" email? The invoice is listed but not customer info. Frustrating.

@danatheus 

Explore this app for your needs.

http://get.practiceignition.com/quickbooks

 

Hope it helps.

JonInspire2018
Level 3

Is it possible to see what customer made a payment on your "payment receipt" email? The invoice is listed but not customer info. Frustrating.

Is there any movement on this?  At minimum it would be great to have the Balance Due line actually show the remaining balance due on the receipt.  This is quite confusing to my customers when they make a partial payment and the receipt shows a balance due of $0.00.

 

Is it at all possible to get this one piece updated soon, so it actually works?

SarahannC
Moderator

Is it possible to see what customer made a payment on your "payment receipt" email? The invoice is listed but not customer info. Frustrating.

Your patience here has been so important to us, JonInspire2018.

 

I know you've spent a lot of time on this already. I see how important and useful this information on the payment receipt email. Showing the actual remaining balance to your customer helps them to be aware and not be confused about the balances that they need to pay soon.

 

For now, I cannot tell as to when our development team will be releasing an update for expanding options on payment receipts, especially including the actual balance due. I would still recommend checking our blog website to keep you up-to-date for the feature release.

 

Know that your words make so much sense to me. If there's anything I can help you with, just let me know by adding a new post below. Keep safe!

TMK-DCA
Level 1

Is it possible to see what customer made a payment on your "payment receipt" email? The invoice is listed but not customer info. Frustrating.

Is there any movement on this?  My company uses another credit card provider for our website payments and they issue an email receipt to me.  This should NOT be that difficult to do.

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