Thank you for your prompt response, ScottOMN. I'd gladly share some information about the new survey widget feature in QuickBooks Online (QBO).
As mentioned in the previous post, a new survey widget feature started rolling out on August 1st for our QBO US and Canada customers. In addition, you will receive an email notification on Thursday, July 18th, with an option to turn off this feature before its launch on August 8th.
When a customer makes an online payment for an invoice in QBO, a post-invoice survey will be sent to you automatically. This survey asks if they would like to work with your business in the future.
You can manage the notifications for these surveys by adjusting your settings in QuickBooks Online. Here are the following steps:
- Log in to QuickBooks Online.
- Navigate to the Settings (gear icon).
- Select Account and Settings.
- Go to the Sales tab.
- Scroll down to the Online Delivery section.
- Toggle the Post-Invoice Survey option to enable or disable it.
Moreover, you can set up email alerts to receive notifications when an invoice is paid. Here's how:
- Log in to the Merchant Center.
- Choose Settings & Alerts under Account.
- Select Yes under Receive Credit Card Deposit Notification in the Email Alerts section.
- Enter the email address where you’d like to receive the notifications.
- Click Save when done.
This way, you’ll be notified whenever a customer completes a payment, and you can keep track of the surveys being sent out.
For more detailed information on the process, I recommend reading this article: Notification Emails for Recurring Payments.
You may also find this article beneficial for further information on managing your QuickBooks Payments account in the Merchant Service Center: Access and manage your QuickBooks Payments account.
Please tag my name in your reply on the Community forum for further inquiries about payment alert concerns in QuickBooks. I'm more than willing to assist you further. Have a pleasant day!
