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M
manager32
April 12, 2021
Question

Can I create a recurring invoice with a check box to accept payment via PayPal ? I can't see how even when creating a recurring invoice from invoice with PayPal checked.

  • April 12, 2021
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

RenjolynC
RenjolynC
April 12, 2021

I hope you're doing well, manager32.

 

I'm here to share some information about your concern. 

 

At the moment, you can only choose PayPal as your payment option when creating invoices from the Customers page or + New menu. You can, however, add a recurring quote. Then, manually create the invoice and select the PayPal payment option.

 

Here's how:

 

  1. Go to the Gear > Recurring transactions.
  2. Click New.
  3. Select Quote from the Transaction Type drop-down menu.
  4. Hit OK.
  5. Add the quote details and click Save and close.

You can read these articles for more details: 

 

If you require any additional information, please let me know in your reply. I'll be here to help. Have a great day!

M
manager32Author
April 13, 2021

Hi RenjolynC,

Thanks for your prompt reply,

 

I hope having the PayPal link inside Recurring Invoices is on the Intuit roadmap. I'm sure I wouldn't be the only customer to need it.

 

Unless I'm missing something, I don't see how creating a recurring quote is going to help.

If I still have to manually generate an invoice; I would simply add an event in the calendar of my Outlook; unless I can easily generate an invoice from a quote without filling everything in again "manually".

 

Cheers,

 

Jay

Zac Product Champion
Zac Product Champion
April 13, 2021

Hi Jay, 

 

Thank you for your valuable feedback. I have forwarded your feedback to our support team.

 

In case you want to do the same by submitting an in-product feedback so our product team can hear your voice and better improve our product for you, here is how:


How do I submit feedback?

 

Thank you and please let us know if you require any additional assistance.

 

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