Lacerte Client Invoice Payments - Connect to create invoice in QBO or QB Payments so can be resent
Lacerte has a feature to connect to QuickBooks payments. However, it is currently impossible to resend an invoice generated in Lacerte e-signature function without deleting the entire e-signature. Also, I thought by connecting my QuickBooks payments account to Lacerte that when I send out e-signature with an invoice to my clients it would generate an invoice in either QBO or QuickBooks Payments. Currently, a random invoice is generated in Lacerte that doesn't show up in QBO or QB Payments until it is actually paid. This is problematic if a client either doesn't receive the payment email or signs the e-signature and doesn't make the payment right away. At that point I either have to void the entire e-signature package and resend or send an invoice separately. Either way is NOT at all user friendly.
