Good day, @ymco.
Thanks for dropping by. I’m here to provide some information about customers paying a complete statement in QuickBooks Desktop (QBDT).
At this time, customers can only pay directly through clicking the payment link on an invoice sent to them. This is available for clients who are receiving credit card payments online.
When viewing the emailed invoice, they can click the Pay Now button and will be routed to sign in or create a login. Doing so will allow your customer to enter their account information to pay the transaction.
Once done, the payment is downloaded and the invoice is automatically marked as paid. For more information, check out this article: Create invoices with a payment link.
Since paying an outstanding balance through a statement using a credit card is currently not available, I’d recommend sending feedback. I’ll do the same on my end as well.
Here’s how to send product request for Merchant Services:
1. Log in to your Merchant Services account.
2. On the upper right-hand corner of the screen, click Feedback.
3. Fill out the form and hit Send Feedback.
That should get you pointed in the right direction. Please let me know if you need anything else or if you have questions. I’m always here to help. Take care and have a great day!
I would like some help on this, but instead on the receiving end. One of our vendors will separate one PO into multiple item receipts. They then later send out one combined invoice. I have all these item receipts with different dates and different item receipt numbers, and I need to combine the receipts into one invoice.
I have tried deleting all but one item receipt and then adding those items into that one, but then the PO remains open and items are flagged as not received. It would be incorrect and a waste of time separating the invoice to create matching invoices for all of these receipts, because there is just one invoice number to reference.
Hello there, @Ashley65.
I'd be delighted to help ensure you're able to send a statement to your customer.
You can use a statement if you need to track how much your customers owe to you (or accounts receivable, also called A/R), or if you receive payments in advance. Statement charges one by one, as you perform the services for the customer. In your case, you can use it to send multiple invoices and print a billing statement to shows the previous balance, details of all new charges, payments received, and the new balance.
That's it! This should get you going in creating and sending consolidated statement of multiple invoices. Have a great day ahead!
I made no reference to needing a statement to pass on to the customer. Thanks anyway!
Hi there, Ashley65.
Allow me to participate and share information about creating bills from item receipts.
We're unable to combine multiple item receipts into one bill. As a workaround, you can delete them and create a bill out of your purchase order. This step will update the quantity of the items on the PO which were restored after deleting the item receipts. Then, I'd suggest entering the Item Receipt numbers and their dates in the Memo field of the bill for your reference.
You can always go back to this thread if you have more questions.