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desmond-transfor
February 24, 2023
Question

I would like to payback a portion of me if our “get paid upfront” loans but I don’t see an option to do that. How do I find that option?

  • February 24, 2023
  • 1 reply
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    1 reply

    S
    SarahannC
    February 24, 2023

    I can help you have this option, desmond-transfor.

     

    Do you have an active subscription to QuickBooks Payments? If you already have one, you can request Get Paid Upfront for qualifying invoices. Keep in mind that the Get Paid Upfront feature requires active QuickBooks Online and QuickBooks Payments subscriptions.

     

    In QuickBooks, you can apply for Get Paid Upfront by signing into your QuickBooks account. Invoices > Get Paid Upfront. For the Get Paid Upfront eligibility, we can take a look at this info:

     

    • Your business history within QuickBooks.
    • Your maintenance of an active QuickBooks Payments subscription.
    • Transactions within your business bank accounts.
    • Your invoice history.
    • As the personal guarantor, your personal and business credit profiles.

     

    If you have additional questions about Get Paid Upfront, we can contact their customer service or email them directly. This article provides contact details: Apply for invoice funding in QuickBooks and get approved in 3 simple steps. Scroll down and select How do I change payment methods? to view their email and contact number.

     

    Here's an article for further guide: Get Paid Upfront: New invoice financing through QuickBooks.

     

    I'm always here to help if you have more concerns about recording transactions or other questions about QuickBooks. Take care always.

    D
    DaveLev
    March 19, 2023

    Terrible response. Customer asked how to pay back the loan to WebBank. There is no way that they or I can find in the quickbooks online app, and webbank.com requires a login. 

    D
    DaveLev
    March 24, 2023

    I figured this out on my ow, community. Please give me a thumbs up for solving this where there appears to be no documentation, help, or support to do this:

     

    In QBO, navigate to 'invoices'. 

    At the top, you'll see a toggle - 'View All Invoices' or 'Get Paid Upfront'. 

    Click on 'Get Paid Upfront'.

    At the top there are 3 what I will call 'tabs'...one for 'Fundable Invoices', one for 'Funded Invoices', one for 'Paid in Full'.

    Click on 'Funded Invoices'

    Over on the right hand side, for each invoice you got a loan on, select the button that allows you to pay loan or make payment. Might be a toggle on the right - not showing for me right now because I paid the loans in full this way.

    After you make the payment, it takes a few more days for it to disappear from that page and the invoice loan moves over to the 'paid in full' tab. You will also get a few emails from the system telling you when it was paid in full.

     

    that is how you pay back your loans to webbank for 'get paid upfront' loans. 

     

    I hope Quickbooks documents this better in the future. 

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