I would be so grateful if someone can help me solve this problem, or suggest an alternative approach!
My customers have multiple invoices a month, and I store their credit card information.
I would like automatically charge my customers once per month (e.g. the 1st of every month) in one sum, for all unpaid invoices, using the payment on file.
If John Doe charged $10 on March 3rd and $20 on March 22nd, I would like QuickBooks to automatically charge him $30 for the previous month's invoices on April 1st using the credit card he has on stored.
From what I understand, QuickBooks will allow me to process payments per invoice. I can click "receive payment" and charge the payment that way. Is there similar functionality to do this with a monthly statement?
And not to press my luck, but because I'm feeling lucky: if someone can suggest a solution, is there a way for this process to automatically occur without me having to intervene at all?
Appreciate the insight!