Thank you for reaching out with your question about handling ACH payments for partially paid invoices. I understand you're looking to manage convenience fees effectively for your customers, LAPE123.
When online ACH payment options for partially paid invoices are unavailable, you can create a service item dedicated to the convenience fee you wish to cover. This allows you to manage the fee directly within the invoice.
Here's how:
- Go to the Gear icon in the top right corner of your QuickBooks Online dashboard.
- Select Products and Services.
- Click New, and then choose Service from the options provided.
Once you've created the service item for the convenience fee, add this item to your customer's invoice and mark the item with a negative value. This adjustment will effectively cover the convenience fee for your customer.
In summary, by using this method, once the invoice is paid in full, your customer will not be burdened with the convenience fee.
Refer to this article for detailed guidance about ACH bank payment with a convenience fee.
After creating the invoice, you can record the invoice and make a bank deposit in your QBO account.
If you need further assistance or have any more questions about this process, please feel free to get in touch.
