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krista2020
Level 1

Recurring Payments

I have noticed that recurring payments in Merchant Services, are not being applied to a specific invoice, just to the customer account.  So when I go to run statements or the AR Report it shows otstanding invoices but no balance due.  Is there a way to auto apply the payment to outstanding invoices rather than manually?

3 Comments
MaryLurleenM
Moderator

Recurring Payments

Hello there, krista2020,

 

The invoices created in QuickBooks is not connected to the recurring payments you have in Merchant Services. You can manually apply the payment on the invoice instead. 

 

You can create a recurring payment in QBO to automatically apply to your invoices. Here's how:

  1. Click the Gear icon.
  2. Under Lists, select Recurring Transactions.
  3. Select New.
  4. Select Sales Receipt, and then select OK.
  5. Enter a Template name.

As long as your QB Payments is connected to your QBO account, you have an option to enter the customer's bank details when creating the recurring sales receipt.

 

Check this article for more information: Create recurring transactions in QuickBooks Online.

 

I'll be right here if you have more questions.

krista2020
Level 1

Recurring Payments

Thank you Mary, however, I am working on the Desktop Pro 2018.  Maybe there isnt a way to set it up so it auto-applies to the invoice.

ShiellaGraceA
QuickBooks Team

Recurring Payments

Thanks for coming back to the Community, @krista2020.

 

I have some information about the recurring invoice and how to apply the payment to your invoice. Let's go to your QuickBooks Desktop (QBDT) to see it.

 

You'll need to connect your QuickBooks Payment account to your QBDT file to sync your recurring transactions and payments. Here's how:

 

  1. In QuickBooks Desktop, go to the Customers menu.
  2. Select Link Payment Service to Company File. If you see a message about credit card protection, fill out the fields and hit OK.
  3. Type in your user ID and password you used to sign up for QuickBooks Payments. Then, hit Sign In.
  4. Click Connect

After connecting, you'll see an icon on your homepage. This will indicate if you're signed in and connected to QuickBooks Payments. Your recurring transaction in the Merchant Center will then sync to your QBDT invoice, once your customer made their payments. Learn more about QuickBooks Payments at this link here: Connect your QuickBooks Payments account to QuickBooks Desktop.

 

You can also visit our page to know when QuickBooks Payments deposits your customer payments. In case you want to create a recurring transaction on your QBDT file, check out this link.

 

I can still offer my help if you have questions with invoices. Just leave them in the reply section below and I'll be there for you. 

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