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Reoccuring Payments & Invoicing

I have some recurring CC charges set-up via the Merchant Center. I also want there to be a recurring invoice attached to the customer, and be able to pull a report on the specific item that is being charged monthly. When I set-up each recurring transaction initially, I attached it to the customer and an specific item in our list. However, after the payment posts, I am not seeing the invoice attached to the customer's account in QuickBooks. Also, if I run a report on the item, it doesn't show any transaction attached to it.

 

Any suggestions?

 

1 Comment
QuickBooks Team

Re: Reoccuring Payments & Invoicing

Greetings, CarleyL.

 

The reoccurring payments are sales receipts. This is the reason why it's not attached to the invoice. When you pull up the item's report, the transaction will not show since the payments are downloaded as deposits.

 

You'll want to create a recurring sales receipt instead of invoices. Here's how:

  1. Click Customers, then choose Enter Sales Receipts.
  2. Fill in the necessary fields.
  3. Click Memorize.
  4. Choose Automate Transaction Entry.
  5. Fill in the necessary fields, then click OK.
  6. Click Save & Close

If you have further questions, you can always leave a comment below. 

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