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