Skip to main content
L
LoopyTait
November 14, 2023

Bank Transfers for payment

  • November 14, 2023
  • 1 reply
  • 0 views

Please someone tell me there is a way to set up an invoice so that my customer can pay via bank transfer! 

 

I can put the bank details on the bottom of the Invoice of course, but then, when that Invoice is paid does Quickbooks see that the invoice is paid? Or do I have to go in and do the manual transaction categorization thing?  

 

ALSO - If I set up the invoice this way - will Quickbooks still send a reminder to my customer if the invoice is unpaid after due date? 

 

Most of my clients and service users ONLY want to pay via bank to bank transfer. As a charity, we can't afford transaction fees on everything. This is really very poor service from QB if it's not possible to do it. (I know it used to be!)

1 reply

A
Ashleigh1
January 4, 2024

Hello LoopyTait, the only way for a bank transfer is to enter your bank details so that they show up at the bottom of the invoice for your customers. when the money hits your bank account you can then match the payment up with the invoice or you might have to go to the invoice, click on received payment then match it up.

 

Yes it should still send a reminder to the customer if the invoice is unpaid after the due date.

 

it has never been possible for QB to automatically mark the invoice as paid from a bank transfer as we don't have that kind of connection with the banks. The only way that it may be able to be automated is if they use bank rules. 

Terms & ConditionsAccessibility statement