Re: How do I set up recurring direct deposit bank payments from my customers?
Thank you for posting in the Community space, @rameet.
With our Recurring Transaction feature, you can set up automatic direct deposit bank payments from your customers. This is advantageous if you have a lot of customers that you charge for the same products/services simultaneously.
- Click the Gear icon.
- Under Lists, choose Recurring Transactions.
- Click New.
- From the Transaction Type drop-down, choose Invoice.
- Click OK.
- Set up and enter all the necessary information.
- Select Save Template.
For in-depth information, you can refer to this article: Create templates for recurring transactions.
Keep me posted on how these steps work out for you. I'm still here to help you more if you have more questions. Just drop a comment or mention my name.