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gmedia
February 20, 2023
Question

Automatic Payments Against an Invoice

  • February 20, 2023
  • 2 replies
  • 0 views

I would like to receive automatic ACH payments against an invoice. I have many customers who want me to auto-debit their account through their bank routing and account information on file. I am aware of how to create auto Sales Receipts, but as far as I am aware, these will not work. They will:

A. Not automatically credit their account
B. Create new invoices/bills/transactions each time

 

Both A and B create issues, but with B, this will mess up your tax liabilities, income, etc.

 

Any hope or suggestions of solving this issue? I am currently looking into switching away from QuickBooks on account of this and other issues.

 

NOTE: To clarify, lets say I have an invoice for $10,000, and I want to automatically draft $500 monthly payments from my client's account where each month it automatically charges $500 as well as subtracts $500 from their account.

 

Mos sincerely,

Chris

 

 

2 replies

JoesemM
JoesemM
February 20, 2023

Hi there, @Hgmedia,

 

I appreciate all the details provided about your concern in QuickBooks. I'm here to help you with automatic payments so your customers can seamlessly pay you.

 

In QuickBooks, you can set up your customers for ACH payment. You'll need to get your customer's authorization so you can accept ACH payments right in your QuickBooks and save their bank information.

 

When setting up the ACH payments, this will automatically credit to your customer account. Then for your transaction set them as recurring, so you don't have to create each time.

 

Also, you can set up Autopay for recurring invoices, and fees are the same as any payments made through QuickBooks Payments. To enable Autopay, you’ll need a QuickBooks Payments account.

 

Once enabled, you can set up the recurring invoices if you haven't created one. Here's how:

 

  1. Create your invoice, then select Create recurring invoice on the transaction.
  2. Or you can create a recurring template. 
  3. Specify the frequency interval, start date, and end date of the recurring invoice. 
  4. When you finish the recurring invoice, select Save template.

 

For more information about the process above, see these articles. It contains information about getting the authorization form and help your customer set the Autopay:

 

 

Additionally, I've included these references that help you learn more about managing customers' payments to ensures you're able to receive and track funds accurately: 

 

 

Our Community forum is always open to help you again if you need more assistance in QuickBooks Online. Stay safe.

G
gmediaAuthor
February 20, 2023

Thank you for the reply JoesemM!

 

Please correct me if I am wrong, but what you have just outlined is how to create another invoice each interval, right? I added a note to my original post to see if that helps to clarify.

 

Sincerely,

Chris

LieraMarie_A
LieraMarie_A
February 21, 2023

Hi there, @gmedia.

 

Allow me to chime in and clear up the confusion about recurring invoices.

 

QuickBooks Online allows you to schedule recurring invoices. It automatically creates a series of transactions according to the interval/schedule you set. You can put an end date or the number of occurrences. This feature is available in the Plus and Essentials versions.

 

With QuickBooks Payments, you can set up Autopay for recurring invoices, except for those with daily intervals or amounts over $5,000. Auto payments deduct from your customer three days before the due date or immediately if it's due in less than three days. You can follow the steps provided JoesemM on how to set it up.

 

Additionally, you may also create multiple invoices from your estimates. This is best for keeping job payments organized and connected from start to finish. 

 

Keep me updated if you have follow-up questions about the process. It's our pleasure to assist. Have a wonderful day!

G
gmediaAuthor
March 17, 2023

Does anyone have a solution here that doesn't involve creating more invoices for the customer?

 

Most sincerely,

Chris

Bryan_M
Bryan_M
March 17, 2023

We appreciate you for coming back to this thread, @gmedia.

 

I'm here to help you clear things out. At this time, QuickBooks Online doesn't have the ability to automatically take installment payments against an invoice that is already created.

 

In the meantime, you can submit direct feedback to our Product Development Team. They might consider this in our future product updates.

 

To send feedback, here's how:

 

  1. Click on the Gear icon.
  2. Click Feedback.
  3. Type in your feedback or feature request.
  4. Click Send Message.

 

You may want to submit feature requests through this link: http://feedback.qbo.intuit.com/forums/168199.

 

You might want to let your customers know their payment dues, feel free to read this article: Send invoice reminders automatically or manually in QuickBooks Online.

 

If you have more questions about managing our invoices, never hesitate to reply to this post. I'll be happy to listen and help. Keep safe and have a good day!

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