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K
KH LCC
January 8, 2023
Question

First impression of QuickBooks invoicing as a brand-new client

  • January 8, 2023
  • 1 reply
  • 0 views

I've only done a few transactions so far and here is exactly what has happened thus far.

 

Invoice 1004 

1. Invoice paid in full on the 1/6/2023 with bank transfer - client did not receive confirmation or receipt (deposit tab showed paid/ invoicing tab showed unpaid and late)

2. Invoice was paid again in full on the 1/7/2023 with cc

(deposit tab showed paid/ invoicing tab showed unpaid and late)

3. Invoice still showed as unpaid and late until I rectified manually on 1/8/2023

 

Invoice 1003

Paid in full on 1/6/2023,  however continued to show as unpaid and late in invoicing until I rectified manually on 1/8/2023

 

Invoice 105 

1/8/2023 viewed and client tried to pay, received no confirmation, payment not received. 

 

Invoice 106 

1/8/2023 viewed and client tried to pay, received no confirmation, payment not received.

 

This makes is a very bad reflection on my business that I am working very hard to grow. I can't get in touch with anyone either. 

1 reply

K
Kurt_M
January 8, 2023

Hi there, @KH LCC. I'll share some insights about the invoicing feature in QuickBooks Online (QBO).

 

Before anything else, know that I appreciate the time that you've exerted on this matter. If you have a merchant account and got it set up with your QBO company, know that your first deposits will usually take a bit longer to process since QuickBooks is still setting up your merchant account. But rest assured, once it's ready, your payments will deposit much quicker. Typically, within 2 to 3 business days.

 

For more details, you can visit this helpful article: Common questions about payments deposits in QuickBooks Online.

 

In case the issue persists, I'd recommend reaching out to our QBO Customer Care Team. This way, they can assign someone to investigate on your account and determine the root cause of the problem. See this page for more information: QuickBooks Online Support.

 

In addition, I've got you these articles to help you manage your invoices in QuickBooks:

 

 

Don't hesitate to post here again if there's anything else that you'd like me to assist you with, @KH LCC. I'll be more than happy to help you again. Take care, and have a good one!

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