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felix
Level 1

how to record customer recurring payments for maintenance not invoices

Customers pay monthly amounts for website management.  This is separate from invoices for time and other expenses. How do I receive these payments synced from Paypal? I had been putting them in Sales of Product Income so they're not associated with the customer's account. But recently QB and PP have a new sync process and the Review page is different. I can't accept them the same way.

2 Comments
lexiesmemare160
Level 1

how to record customer recurring payments for maintenance not invoices

[Removed by moderator}

MorganB
Content Leader

how to record customer recurring payments for maintenance not invoices

Hey there, felix.

 

Thanks for reaching out for support here in the Community. I'm here to show you how to record recurring customer payments.

 

Instead of an invoice, you may consider using a Sales Receipt for recurring payments. Here's how to get this set up:

 

1. Click the Plus (+) icon.

2. Select Sales Receipt.

3. Choose your customer from the drop-down.

4. Pick the maintenance service.

5. Select the payment method.

6. At the bottom of the Sales Receipt screen, choose Make recurring.

7. Select your Interval.

8. Save the template.

 

This link offers a video of this process as well as detailed steps: https://quickbooks.intuit.com/ca/tutorials/automate-payments/.

 

By following these instructions, you'll be able to record recurring payments from your customers without the use of invoices. Feel free to contact me if you have any other questions.

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