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N
namgbr
September 14, 2024
Question

Payments from Payment Links / Auto Generated Sales Receipts

  • September 14, 2024
  • 1 reply
  • 0 views

I'm just wondering if I am missing something or if indeed the implementation of payments via payment links is as illogical as it appears.

 

Having read some other posts, it seems that any payment from a payment link, whether it is one on an invoice or one from a manually created payment link in the dashboard, triggers an auto generated sales receipt. This neither links back to the invoice related to the payment link or in the case of an existing customer using a dashboard created payment link, the auto generated sales receipt makes no attempt to match to an existing customer using name or email address.

 

There's also no way to turn off the utterly dumb auto generated sales receipt so the manual work is increased by the fact you have to additionally delete all the auto generated sales receipts to then manually create sales receipts linked to customers or match the payment against an invoice.

 

Am I missing something or is this really how abysmally bad this has been implemented?

1 reply

A
AbegailS_
September 14, 2024

I'm here to share insights on how to handle the autogenerated sales receipts in QuickBooks Online (QBO), namgbr.

 

When a customer pays you through a payment link, it will automatically be recorded as a sales receipt. Correcting the entries is the best way to handle this.

 

I understand that the current system creates challenges, especially with the auto-generated sales receipts from payment links. I suggest sending feedback to QuickBooks regarding these issues. Your insights could help them identify areas for improvement in future updates. Clear communication about the user experience can lead to enhancements that benefit everyone.

 

Here's how: 

 

  1. Open your QBO account.
  2. Go to the Gear icon and select Feedback.
  3. Type in your suggestions and then click on Next.

 

If you subscribe to QuickBooks Payments, here's an article to learn how to process payments in QuickBooks Online: Take and process payments in QuickBooks Online with QuickBooks Payments.

 

Additionally, I'll leave these helpful articles as your references to manage your accounts and keep your account accurate and balanced:

 

 

Keep us updated if you have further questions besides using the payment link from an invoice. I'd gladly help you anytime.

N
namgbrAuthor
September 15, 2024

Thanks for the info. It seems it is as bad as I thought, 😞

 

I will submit feedback, but whoever implemented this has apparently never actually used the product.

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