Is there a way for customers to pay an entire statement with a card online without having to pay each individual invoice

Hello outdoorlasercrea,

Currently, you can only pay the invoices individually when using the QuickBooks Payments. As a workaround, you can ask your customers to pay the total amount on the statement through ACH or bank transfer. Then, you can enter the invoice payments in QBO manually.

After recording the invoice payments, you can create a bank deposit that matches the amount on the statement you've sent.

To know more about QuickBooks Payments, you can also visit this article: QuickBooks Payments FAQ.

Let me know if you have additional questions. We'll be right here to assist you.

@outdoorlasercrea 

As another option, utilize a 3rd party payment service.  Your client may stretch their cash flow by creating up to a 45-day float by paying bills via a credit card, even if you don’t accept credit cards. You will get paid with a physical check or with electronic bank transfers. They will make a payment with a total sum of numerous invoices together and in the “Note to self” and “Note to vendor” fields input the different invoice numbers. Thereby letting you as vendor know the payment is for several payments.

https:// melio.grsm.io/quickbooks

If you have the customer make an overpayment against one invoice for the total amount owed it will generate a credit on their account which you can then go back and apply against the other invoices on their account.

When they follow the link from the emailed invoice to the payment portal they just need to click on the dollar amount at the top (or edit in the top right) and change the amount.

Is there an update in the near future to have customers use Quickbooks payments for statement balance instead of individual invoices? Also, any upcoming features using QR code or link to accept payments from customers?

Hi Luciddream0411!
 
I also love the idea of letting customers pay in bulk or whatever the amount is on a statement. I'll take note of this as a suggestion for future enhancements.

If possible, you can let your customer transfer funds to your bank account. Then, just pay the individual invoices on your QBO, and email them the receipt.

On the other hand, paying via QR codes or a link is currently not a feature in QBO. However, you can share the link of your customer's invoice so they can open it using a mobile browser and pay the invoice.

If there's anything I can help you with receiving payments, feel free to comment below.

Have a good one!

It is rather frustrating when a customer has let's say 10 outstanding invoices and they have to go through the process of paying each invoice individually. I did a payment link for the amount, but then I have to figure out how to reconcile the balances, by creating a credit on the original invoice to get the balance to 0. A lot of extra work and creates issues for our reporting. 

If you guys made it so that you can click on invoices to attach to the payment link, that would make it so much easier. And being an industry leader, it seems like this should be a no brainer.

I completely agree.  My client is having the same issue.

I agree 100% it is very frustrating for us and for our customers when they have to pay each invoice individually.  Especially when they are late and finance charges.  It's such an obvious thing to allow customers to pay a statement balance.

Will this feature ever be brought back? Made no sense when they removed this feature years ago. Now its more cumbersome to send individual invoices versus a single statement. Thanks

You can rest assured, we're taking notes of our user's feedback, ksdean.  

We recognize that each company has unique needs, and I can see how these features would benefit and empower your business. Don't worry, I'll personally submit feedback directly to them. 

By sharing your idea here in the Community, our app developers are pushing through the envelope to improve the product's features to meet your needs. 

In the meantime, I suggest checking back for any enhancements and announcements through these links: 

• The QuickBooks Blog
• Firm of the Future 

Let me know if you have other concerns or questions while navigating around QuickBooks. I'm always around to help.

As others have also noted, not having this function is very disheartening and apparently a pure oversight by Intuit.  If the time that has been spent telling us how to do work arounds had been spent on creating a way to pay statement balances online, we could have all moved on.  The audacity of saying "We recognize that each company has unique needs..."  This should be fairly obvious that this is not a unique need!  This issue keeps being brought up in blogs, communities, etc. and still nothing is done.

Having also been Director of IT for a public company, I realize that there is always more to it then the user can see.  However, if you can pay an invoice on line, paying an open balance isn't that much of a difference - you have the same database just a different record.  I've been involved in multiple system implementations over the years and this has always been a software requirement not a "nice-to-have".

Help us be more efficient and get this fixed sooner than later.  

I can see the importance of this feature for you and your business, @lesemanncpa. Rest assured our engineering team are working nonstop to enhance the product and deliver the best experiences for all QuickBooks users.

For the time being, you can temporarily follow the suggested steps provided by JamesDuanT above to ask your customers to pay the total amount on the statement through bank transfer.

On the other hand, you can also submit your feedback to our development team to help improve your QuickBooks' experience.

Here's how:

1. Sign in to your QuickBooks Online (QBO) account.
2. Go to the Gear icon at the top, then click on Feedback.
3. Enter your comments or product suggestions. Then select Next to submit feedback.

You can track feature requests through the QuickBooks Online Feature Requests website.

On the other hand, here's how you can learn more about handling your sales and other customer transactions: Topics about your company's income and customers.

If you have any other questions, please let me know by adding a comment below. I'm more than happy to provide additional assistance. Keep safe!

It seems we are all in the same boat. We have clients that have multiple unpaid invoices. We would like to be able to send say the open balance report with the button to "pay now". Any chance of adding the pay now via ACH/Credit Card to the Open Balance Report? Possibly down the road an option for sending the open balance report with a button for the customer to click on which invoices they would like to pay at that time? 

100% necessary and not just for "my" business.  Come on Quickbooks.  I completely agree with lesemanncpa.  

"You can track feature requests through the QuickBooks Online Feature Requests website."

The QBO Feature Request website has MANY requests for this feature! Be sure to login and vote for these feature requests. 

1. Ability to Pay Remaining/Outstanding Balance (2090)
2. Allow payment for multiple invoices as once. ONE payment, multiple invoices. (104)
3. Allowing to see outstanding balance (30)
4. Display and allow payment of total balance due - not just this invoice (17)
5. Allow partial payments and/or multiple combined methods to make payment (9)
6. Include the payment options for merchant payment on the statements in addition to the invoice. (8)
7. Be able to pay from a statement (6)
8. Ability for Customer to pay multiple invoices from a STATEMENT or Login (5)
9. Apply a payment to the balance of the account. Not the “invoice” that you happen to click on. (3)
10. put the f...ing link for cc payment on the statement (2)
11. add a payment link with the statement email. (2)
12. combine all outstanding balance into one payment (1)
    
    1. allow payment of statements with credit card (1)

If you find other Feature Requests asking for the ability to make a single payment for an entire statement/balance, reply with a list so we can vote for them.

If you are aware of a third-party payment processing vendor that offers this and integrates well with QuickBooks Online, please share a link to an article or video that shows the process so we can vote with our wallets and move to a payment service that includes these features (e.g. pay statement balance, schedule payment for specific date, view payment history, pay using other services besides ACH or Credit Card such as PayPal, Cash App, Zelle, Crypto, Stripe, etc)

My customer only has a company credit card to be able to pay invoices with, he doesn't have the ability to pay his invoices via ACH :-/

We are possibly looking at this 'problem' the wrong way.

I came here today to find out how my customer can combine the totals of two invoices into one payment (as per his request). As a business owner, trying to save a little here and there, I knew that I'd save a little bit by having only one transaction fee (processing fee) vs two.

We business owners can see the problem but if you were the one collecting the transaction fee's (processing fee's), there isn't a problem.

Here's some math:

10 invoices paid separately = $2.50 in transaction fees that comes out of our pockets (the businesses). On the other hand, that $2.50 is income for another business, Quickbooks (Intuit).

If those 10 invoices could be paid in one transaction, it would only cost the businesses $0.25. Unfortunately, Quickbooks income for that is also $0.25 which is $2.25 less than they could have had.

This is strictly my own opinion... "If it's not broke, lets not fix it."

Some work around's have been mentioned but they are either not possible for my customer or just too complicated for me. Here's what I'm going to do: I'm going to delete one invoice and edit the other to include everything that was on the deleted invoice ;-)

This will be simple for me on these two invoices. I'm glad that I didn't need to combine 10 into 1.

Another thing to note here, is that I don't care if somebody paid 10 invoices in 10 transactions, the transaction fees are all a write off. The only difference is "Now" or "Later". You'll get them back "Later" when you file your taxes.

Adding a way to provide a payment link on customer statements for the total balance due would be a extremely convenient and helpful way to get payments on a timely basis. It is difficult to have to go back and make adjustments to each customers account if they use the customer link as available currently.

Bump. We are 1 month away from 2023 and not sure why this is not a thing. Super simple and speak as someone with a developer background, you already have QR generation. Literally add that code to the statement section of your software and done. Why? Because you already have customer QR codes generating for every invoice. 

let the bookkeepers and accounts assign the lump sum payments. We just need a way to collect it!

My issue with this is on a whole different level.  I have an HOA client.  The Board has set a policy that payments go to the oldest invoices first. If severly past due clients pay using quickbooks they get a reciept that says they've paid invoice X, when we are required to apply it to the oldest invoice.  As our only remedy for deliquent accounts is to eventually have to file foreclosure, and these records end up in court, quickbooks payment system sets up conflicting legal exhibits to a judge.  In addition, in order to secure loans (because of past due accounts), lenders for HOA have a percent restriction on past dues over 90 days.  Say I have a customer who is 180 days past due but has started making payments. They pay the most recent invoice.  My invoice aging does not improve although the customer is now making ontime payments.  In fact my aging gets worse and worse. I work with other softwares that ask in set up how to apply payments recieved.  The customer pays "on Account" and the software automatically applies the payment based on the companies policy.  Doesn't seem too hard.

Things are tough right now, @dgwpeach. I understand how hard this is for you. Not to worry because I'm here to share workarounds you can use in fixing the late payment fees issue.

QBO can automatically apply late charges on the invoice. All you have to do is to activate the feature.

Here’s how:

1. Go to the Gear icon at the top and pick Account and Settings under Your Company.
2. Tap the Sales menu on the left panel and mark the Pencil icon for Late fees.
3. Choose the type that applies to your business: Percent, Flat Fee, and Flat fee and percent.
4. Follow the on-screen instructions to complete the process.
5. Click Save and Done.

After turning on this functionality, fees will be calculated on invoices that become overdue.  Please know the online program does not retroactively apply the charge.

Alternatively, manually add late fees as another line item on the transaction. Check out this article for the step by step process: Add service fees manually to invoices.

For answers to frequently asked questions and tasks you can do using the feature, see the following guide: Set up and apply automatic late fees to invoices.

I recommend seeking your business consultant for a piece of advice. This way, they can help you handle late fees properly in QuickBooks. They can also suggest what account to create in your chart of accounts.

If you don't have an accountant, I'll help you get one. You can visit this article: Find ProAdvisor.

Need to send statements to your customers with the late fees and other unpaid balances? We have an article to help you with the steps: Create and send customer statements in QuickBooks Online. 

If you have other questions or concerns about late fees, just let us know. We’ll be here to help. Have a good one!

For some reason, QBs (aka Intuit) will not address this issue.  If there is no plan to do so, just tell us.  Otherwise, listen to your users and try to make the software more functional vs providing us with new bells & whistles.

Who wrote this? This response shows doesn't even understand your customers' issues.  First, I state I have a client who is an HOA. Obviously I am an accountant.  I don't need quickbooks lessons; I actually train my client's onsite staff in Quickbooks.  Read what this string is about.  It's about Quickbooks Payments requiring payments to be attached to individual invoices and not statements. I added to the conversation by pointing out, since Quickbooks Payments gives total control as to how online payments are applied and creates a documented reciept to which invoice they choose to pay, it puts Quickbook's client companies in jepordy in legal proceedings if they rely on stated policy to apply all payments to oldest invoices first, as well as extends over 90 accounts further aged out when customer pays the current invoice and leaves the old invoices unpaid.  The lack of even being able to comprehend Quickbooks clients needs speaks volumes.

I haven't been billing with QB - or at all - for very long. And even I recognize the desire on both ends for online payment via statement, or bulk invoice payment. I see that people have been asking this same question for several years, and Intuit just can't seem to see the need, and can't seem to get someone to write the scrip for such a thing. This is such a simple request - QB does so many more complicated things than this. I am now actively shopping around for an alternative. My customers are confused by the number of invoices, and they pay new invoices while forgetting about the older ones, because there is no total balance due on each new invoice, just that individual invoice's amount due. As I'm shopping around, if any of you subscribers have found a solution to this, please share with me. I don't expect to hear anything from Intuit, and pretty soon, it won't be welcomed or necessary.