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dennisro
October 25, 2018
Question

Does reoccurring payment require a reoccurring invoice too?

  • October 25, 2018
  • 1 reply
  • 0 views

I set up a new reoccurring payment on client's Amex. Do I need to generate a reoccurring invoice too? ...and then tie the two together?  

1 reply

M
mazar
October 25, 2018

Hello,

No, you don't need a recurring invoice.

In fact, if you're setting it up in QuickBooks Online, it would be a recurring Sales Receipt that charges the customer.

If you set it up directly on the merchant website, you can just wait for the charge to download to your QuickBooks as a deposit and mark it to the correct income account at that point.

    D
    dennisroAuthor
    October 25, 2018

    Thank you so much!

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