Automatic Payments Against an Invoice

Hi there, @Hgmedia,

I appreciate all the details provided about your concern in QuickBooks. I'm here to help you with automatic payments so your customers can seamlessly pay you.

In QuickBooks, you can set up your customers for ACH payment. You'll need to get your customer's authorization so you can accept ACH payments right in your QuickBooks and save their bank information.

When setting up the ACH payments, this will automatically credit to your customer account. Then for your transaction set them as recurring, so you don't have to create each time.

Also, you can set up Autopay for recurring invoices, and fees are the same as any payments made through QuickBooks Payments. To enable Autopay, you’ll need a QuickBooks Payments account.

Once enabled, you can set up the recurring invoices if you haven't created one. Here's how:

1. Create your invoice, then select Create recurring invoice on the transaction.
2. Or you can create a recurring template. 
3. Specify the frequency interval, start date, and end date of the recurring invoice. 
4. When you finish the recurring invoice, select Save template.

For more information about the process above, see these articles. It contains information about getting the authorization form and help your customer set the Autopay:

• Process an ACH bank transfer from a customer in QuickBooks Online
• Set up Autopay for recurring invoices in QuickBooks Online

Additionally, I've included these references that help you learn more about managing customers' payments to ensures you're able to receive and track funds accurately: 

• QuickBooks Payments FAQ
• Find Out When QuickBooks Payments Deposits Your Money

Our Community forum is always open to help you again if you need more assistance in QuickBooks Online. Stay safe.

Thank you for the reply JoesemM!

Please correct me if I am wrong, but what you have just outlined is how to create another invoice each interval, right? I added a note to my original post to see if that helps to clarify.

Sincerely,

Chris

Hi there, @gmedia.

Allow me to chime in and clear up the confusion about recurring invoices.

QuickBooks Online allows you to schedule recurring invoices. It automatically creates a series of transactions according to the interval/schedule you set. You can put an end date or the number of occurrences. This feature is available in the Plus and Essentials versions.

With QuickBooks Payments, you can set up Autopay for recurring invoices, except for those with daily intervals or amounts over $5,000. Auto payments deduct from your customer three days before the due date or immediately if it's due in less than three days. You can follow the steps provided JoesemM on how to set it up.

Additionally, you may also create multiple invoices from your estimates. This is best for keeping job payments organized and connected from start to finish. 

Keep me updated if you have follow-up questions about the process. It's our pleasure to assist. Have a wonderful day!

I was hoping my inquiry was clear enough. I apologize. The solution both of you have provided are to CREATE a recurring invoice. I have an invoice for each client already. I am simply trying to automatically take installment payments against that invoice that is already created. I'm familiar with how to automatically create an invoice and/or sales receipt. Both of those will create another sale, so it would show the customer owes more than they do and/or the payments made towards the new invoice or sales receipt would not count towards the existing/original invoice.

A recurring sales receipt would work just fine, except that like I said above, in the end, the customer would show that he owed twice as much as he does, but that he paid for half of what how owes by the time he's done. All of that messes up book keeping.

Make sense?

-Chris 

Does anyone have a solution here that doesn't involve creating more invoices for the customer?

Most sincerely,

Chris

We appreciate you for coming back to this thread, @gmedia.

I'm here to help you clear things out. At this time, QuickBooks Online doesn't have the ability to automatically take installment payments against an invoice that is already created.

In the meantime, you can submit direct feedback to our Product Development Team. They might consider this in our future product updates.

To send feedback, here's how:

1. Click on the Gear icon.
2. Click Feedback.
3. Type in your feedback or feature request.
4. Click Send Message.

You may want to submit feature requests through this link: http://feedback.qbo.intuit.com/forums/168199.

You might want to let your customers know their payment dues, feel free to read this article: Send invoice reminders automatically or manually in QuickBooks Online.

If you have more questions about managing our invoices, never hesitate to reply to this post. I'll be happy to listen and help. Keep safe and have a good day!