It's great to see you again, @deblina. Yes, you can select ACH as your payment method for a recurring invoice if you're using Merchant Services. With QuickBooks Payments account you can set-up a recurring bank transfer payment. You can learn more about through this link: QuickBooks Payments. When creating the recurring transaction, just choose whether your customer can pay you online by selecting/deselecting the checkboxes for Credit Card and Bank Transfer under the Online Payment section. Here's how: Select the Gear icon on the Toolbar. Under Lists, select Recurring Transactions. Click New. Select the type of transaction to create, and then select OK. Enter a Template name. Choose a Type — Scheduled, unscheduled or reminder. Select whether your customer can pay you online by selecting/deselecting the checkboxes for Credit Card and Bank Transfer under the Online Payment section. Fill out the rest of the transaction. Select the Save template when done.For additional information, you can refer to this link: Create templates for recurring transactions. Please post again in the Community if you need anything else. I’m always here and ready to help. Wishing you a prosperous New Year!

Question

Can we do recurring ach for a recurring invoice

Forum|Forum|6 years ago
December 31, 2019
1 reply
13 views

No text available

QuickBooks Online

Lily_Kristine

Moderator

It's great to see you again, @deblina.

Yes, you can select ACH as your payment method for a recurring invoice if you're using Merchant Services. With QuickBooks Payments account you can set-up a recurring bank transfer payment. You can learn more about through this link: QuickBooks Payments.

When creating the recurring transaction, just choose whether your customer can pay you online by selecting/deselecting the checkboxes for Credit Card and Bank Transfer under the Online Payment section.

Here's how:

Select the Gear icon on the Toolbar.
Under Lists, select Recurring Transactions.
Click New.
Select the type of transaction to create, and then select OK.
Enter a Template name.
Choose a Type — Scheduled, unscheduled or reminder.
Select whether your customer can pay you online by selecting/deselecting the checkboxes for Credit Card and Bank Transfer under the Online Payment section.
Fill out the rest of the transaction.
Select the Save template when done.

For additional information, you can refer to this link: Create templates for recurring transactions.

Please post again in the Community if you need anything else. I’m always here and ready to help. Wishing you a prosperous New Year!

U

uec

The response doesn't answer the question. The OP asked if we could do RECURRING ach for a recurring invoice. The response basically says that you can allow your client to pay the recurring invoice MANUALLY each transaction period via ach.

Is it possible to create an AUTOMATIC RECURRING ach for a recurring transaction? Thanks.

G

GraceC

Level 4

Hi, @uec.

I appreciate you checking in with us. I'm here to make sure your concern about ACH gets answered today.

You can now process recurring payments from your customers depending on the schedule you set using a Sales Receipt. Let me walk you through in doing so.

At the top right, go to the Gear icon and click Recurring transactions.
Select the New button.
Click Sales Receipt under Transaction Type and hit OK.
Enter the template name and choose Scheduled as the recurring type.
Choose customer.
Input all the information needed for the schedule.
On the Payment method drop-down, choose Check. Select the Authorization hyperlink to provide your customer with the Bank Transfer Authorization Form.
Check the box to ensure the payment will process each time a form is created using this recurring transaction.
Hit the Save template button.

I’ve added some helpful articles for your reference:

If you have further questions, please feel free to leave a comment below. I'll be around to help. Have a good one.

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