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dennisro
Oct 25, 2018 8:18 PM UTC
Question

Does reoccurring payment require a reoccurring invoice too?

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?  

2 replies

mazar
Oct 25, 2018 9:00 PM UTC

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.

    dennisroAuthor
    Oct 25, 2018 9:04 PM UTC

    Thank you so much!

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