Skip to main content
May 19, 2021
Question

Hi, I have a lot of subscription customers and would like to send an annual invoice but collect payments monthly via direct debit. Is this possible?

  • May 19, 2021
  • 2 replies
  • 0 views
Original commenter did not share additional details

2 replies

May 19, 2021

Hello Arebbeck-yahoo-c, 

 

Welcome to the Community page, 

 

So you can set it up as a recurring transaction and in the interval section you can select that it is for a monthly or yearly or daily depending want you are after on transaction.  

 

If you go to the main cog wheel>recurring transactions>new> select invoice>ok>fill information in and save template 

Fiat Lux - ASIA
May 20, 2021

@arebbeck-yahoo-c 

You may utilize Gocardless to offer the Direct Debit option to your clients and integrate it with this app to reconcile data easily.

https://synder.grsm.io/quickbooks

 

Should you need to offer some payment options including DD and Credit Cards, you may explore this app to integrate with QBO.

https://get.practiceignition.com/quickbooks