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beyondgardens2-0
Level 1

Is there a way to add the 1% ACH charge automatically into invoices so that the customer pays the fee?

 
2 Comments 2
Rubielyn_J
QuickBooks Team

Is there a way to add the 1% ACH charge automatically into invoices so that the customer pays the fee?

Let me provide some insights about recording fees on invoices, @beyondgardens2-0.

 

Adding the 1% ACH charge automatically to the invoice hasn't been made available in QuickBooks. You'll have to manually apply the charge to the transaction.

 

Let's start by setting up Non-Inventory or Service item for the charge. I'll show you how:

 

  1. Go to the Gear icon located on the top right.
  2. Choose Products and Services under the All Lists column.
  3. On the Products and Services list window, click New in the upper right corner.
  4. Select Service or Non-Inventory.
  5. Fill in the necessary information.
  6. Click Save and close.

 

You can then add the charge to your customer's invoice. If you haven't sent the invoice yet, you can follow the steps below:

 

  1. Select the Sales menu and choose the Customers tab.
  2. Find and open the customer's invoice.
  3. In the Product/Service drop-down list, choose the item fee you've created.
  4. Click Save and Close.

 

You can also check this article for detailed steps: Add product and service items to QuickBooks Online.

 

Also, it's a good idea to inform your customers about the charge before you invoice them. You can include the default email message in your sales forms, just open this resource for more info: Customize invoices, estimates, and sales receipts in QuickBooks Online

 

Additionally, here are some resources that might help you with your future task in QuickBooks: 

 

 

Keep in touch if you have other concerns managing customer transactions in QuickBooks. I'll be more than happy to help. Take care and keep safe always.

Rubielyn_J
QuickBooks Team

Is there a way to add the 1% ACH charge automatically into invoices so that the customer pays the fee?

Hi, @beyondgardens2-0.

 

Hope you’re doing great. I wanted to see how everything is going about adding the 1% ACH charge automatically into the invoices concern you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

 

Looking forward to your reply. Have a pleasant day ahead!

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