Add check number or confirmation number to Payment Status in client portal
D
David Szpunar
In the client portal, when viewing Paid invoices as a client, whether an invoice is paid or not IS indicated, but there's no information about how the invoice was paid. Clicking on a paid invoice to view details shows a "Payment Status" box on the right-hand side, and it says the date it was marked paid, but it would be nice to also have the payment information shown (for payments by check in QuickBooks Online, this would be the check number we enter when recording check payments. For digital payments, it would be a confirmation number referenceable back to the original payment). And some indication that it was a check vs. a digital payment would also be nice. Not having this reduces the usable information available to clients to verify payments to invoices.
C
Chris Fricke
We definitely need all of this.
The fact that check payments don't even show up in FP is causing customer confusion. They need to be able to see all their account history, including paper checks, credits, etc and how they were applied to invoices.
D
David Szpunar
I would add further that it would be exceptionally helpful to have payments made other than via the portal be listed on the Payments page for a client.
For example, a client who paid an invoice by check today, their invoice now shows a $0 balance for that invoice in FlexPoint, but viewing the invoice just says "Marked as Paid on Jun 02, 2025" and when viewing the customer, the Payments tab with All visible shows NO manual payments at all, only payments made through FlexPoint. The Payments tab should show all payments from QBO, with the Reference Number in QBO (usually check number for check payments) with the amount and date, and which invoice(s) it was applied to.
Very surprised this doesn't exist already, seems like a big oversight in letting clients see their own account history...