From the Transaction Type drop-down, choose Sales receipt. Click OK.
Enter in a Template Name, which helps identify what the template is for.
Select Scheduled in the Type field.
Select the customer from the Customer drop-down and verify the email that populates.
Enter the information for the schedule.
Select a Payment method.
Click Enter credit card/Bank Details to enter the customer's credit card information or bank account details. Then, click on OK.
Click on the Authorization hyperlink to provide your customer with the Bank Transfer Authorization Form.
When you're finished, click onthe Save template.
Also, Echeck and bank draft (ACH) are the same. These are both types of electronic fund transfers (EFT). Specifically, ACH is the process used to move money from one account to another while eCheck is more of a payment method instead of a process. To learn more about Echeck and bank draft, please click this article: ACH vs E checks: Are they right for your Small Business
For future reference, you may want to read this article: Edit a recurring template. It will guide you on how to make necessary changes to your saved recurring template.
I've added these resources that will guide you u to make changes to your template and process bank transfer for your customer’s sales receipt in QuickBooks Online.
I need to be able to do a Recurring Monthly Draft from someone's checking account not their CC. Does anyone do this? Is the Echeck the same as a bank draft?
Good day, MoneySaver!
Accepting recurring payment is indeed a time-saver and hassle-free. Yes, this option is possible in QuickBooks Desktop and Payments. However, you can only do this with credit cards. Please check out the detailed steps for creating a recurring credit card payment.
Feel free to reach back out if you have additional questions about QuickBooks. Wishing you more sales!