Payments & Invoices

1. Go to Settings → Payments and connect your Stripe account (takes about 2 minutes).
2. Your customers will see a Pay Now button on any open invoice in their portal.
3. They can save a card for future payments and enable Autopay — invoices charge automatically on their due date.
4. Every Stripe payment posts back to QuickBooks automatically as a payment received — no double entry.

Dunning reminders are automated payment reminder emails sent to customers with overdue invoices. QB Portal sends them at 3 days, 7 days, and 14 days overdue. The emails include a direct Pay Now link so the customer can settle the invoice without logging in manually. You don't need to configure anything — they fire automatically once an invoice passes its due date.

When a customer pays an invoice via Stripe in the portal, QB Portal automatically records that payment in QuickBooks as a Payment Received against the correct invoice. You don't need to enter it manually in QB. The sync happens within seconds of the Stripe transaction completing. Your QB books stay accurate without any double entry.

The AR aging summary on your dashboard breaks down all outstanding customer balances into overdue buckets — current, 1–30 days, 31–60 days, and 60+ days overdue. It updates automatically as invoices are paid or age further, giving you an at-a-glance view of who owes what and how overdue it is, without digging through individual invoices.

Proactive AR alerts surface a ranked list of accounts that need attention on your dashboard, without you having to go looking for them. It combines two signals: customers with an invoice balance sitting in the 31–60 or 60+ day overdue buckets, and customers who've gone quiet — meaning it's been notably longer than their usual ordering gap since their last order. Each alert links straight to that customer's page so you can follow up.