Skip to main content
February 14, 2024
Question

Merchant services

  • February 14, 2024
  • 1 reply
  • 0 views

Can you tell me if when I set up a re-curing payment in merchant services does that create the invoice as well in the system. I'm getting duplicate invoices and I don't know why?

1 reply

February 14, 2024

I'll share some information about setting up recurring payments, judy. 

 

The system's dependence on the entered data during the setup of recurring transactions can lead to the automatic generation of invoices. The system can generate invoices automatically when you set up recurring payments.

 

Merchant Services lets you set up recurring payments intended for sales receipts. On the other hand, QuickBooks Desktop (QBDT) allows you to create recurring payments for an invoice, payments, and sales receipts. The possible reason for the duplicate invoice may be that you have made two or different recurring payments or an invoice. In that matter, I recommend checking your recurring transactions to verify if there are indeed a few recurring payments or invoices. 

 

We can delete those duplicate invoices through the customer center. Let me show you how:

 

  1. Go to Customers, and choose Customer Center
  2. Locate the Transaction tab. 
  3. Open the invoice and then delete it. 

 

Refer to this guide for more info: Create a recurring credit card payment

 

Moreover, check out this guide to learn more about when QuickBooks deposits customer payments into your bank account: Find out when QuickBooks Payments deposits customer payments

 

I'm still ready to assist with any payment-related concerns. Keep safe!