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Everything you need to know about banking in QuickBooks Online - Discover more
arebbeck-yahoo-c
Level 1

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?

 
2 REPLIES 2
Ashleigh1
QuickBooks Team

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?

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
Level 15

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?

@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

 

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