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There are two ways to inform your customer that you received their payment and they no longer have outstanding balances, @KESAR-LEARNING. I'll share more information below.
In the QuickBooks (QB) Payments system, customers are automatically notified when their payment is received. However, QB Payments is only available in the United States (US) and Canada (CA).
If your account is within these regions, refer to these domains that will notify them:
They can check their spam messages if the notification doesn't show in the inbox.
On the other hand, you can create and send customer statements if you're not using QB Payments to inform them that you already received the payment and no longer have outstanding balances. Here's how:
I'll also add this article if you wish to combine multiple transactions into a single record to match your real-life bank deposits: Record and make bank deposits in QuickBooks Online.
Got questions about customer payment notifications? Just drop a reply below, and we'll get back to you as soon as possible. We hope you have a great day.
Thanks for your response @Bryan_M .
Firstly, none of our customers received any QuickBooks notification confirming that their accounts are clear and that there is no outstanding balance against the invoices generated.
Additionally, I am unable to locate any helpful articles or guides on how to send a bulk update to 25 customers, informing them that their payments have been cleared in our bank.
Could you please advise on how to proceed with this? Thank you!
Thank you for your response!
"On the other hand, you can also manually send the paid receipt to your customers via email to inform them that the notification they receive about payment is legit."
How do you do the above?
I appreciate your prompt and detailed response, @KESAR-LEARNING. Allow me to shed some light on this.
To begin with, QuickBooks Payments lets you take and process customer payments electronically. With this, the program categorises each transaction for you and sends automated receipts to your customer's registered email when they make a payment. However, this feature is only available in the United States and Canada.
Alternatively, you can send statements to multiple customers via QuickBooks to show summaries of their invoices, payments, credits, and balances. I'll show you how.
I've also included a screen shoot below for your visual reference:
Furthermore, sending a bulk update to multiple customers and informing them that their payments have been cleared in your bank is unavailable. You can send your insights directly to our product engineers. They can take notes and consider adding them to future product updates.
Here's how:
Additionally, you can reference this article if you'd like to know how to customise the appearance and layout of your sales forms to enhance business communications: Customise invoices, quotes, and sales receipts in QuickBooks Online.
Notifying customers about their payment status is essential for maintaining customer relationships and effective financial management for your business. We'll be here if you have additional questions about this or other QBO-related concerns. Take care!
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