Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results forÂ
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:
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. Iâm always here and ready to help. Wishing you a prosperous New Year!
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.
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.
Iâve 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.
GraceC,
Thanks! That looks like part of what I was looking for. Quick clarification: What is the functional difference between the Invoice and the Sales Receipt in this case?
Also, what does the scheduling look like for this? I usually create my recurring invoices between 6 and 15 days before the 1st of the month. So, if I were to create this Sales Receipt and set it to create 15 days in advance and automatically email the client, would it charge the client on the 16th of the previous month, or on the 1st of the month the Sales Receipt is for?
Thanks.
Thanks for getting back to us, @uec.
Iâm more than happy to share with you the difference between invoice and sales receipts. An invoice is used when your customer agrees to pay you later. While a sales receipt is used when your customer pays you on the spot for service and goods.
To learn more about the uses of invoice and sales receipts, check out these articles for reference:
Additionally, if you create a sales receipt on the 1st day of the month that recurs on the 16th day of the month, the charge will process on the 1st day.
That being said, youâll want to schedule the recurring sales receipts the day it will recur. Iâve got you these articles that tackles about creating and setting up recurring sales receipt in your QuickBooks Online (QBO) account:
You also have the option to customize your template. This way, you can control what information your customer see in their invoice and sales receipts.
Let me know if you have other concerns in setting up your recurring transactions. Iâll be around to help you. Wishing you a more successful business
JasroV,
Ok, one last question, as I don't like to test things live where my clients might be surprised. đ
So the charge happens on the day the sales receipt is created. When does the automatic email go out?
If it goes out on the same day as the charge, then why allow the sales receipt to be created "early"? What happens on the actual scheduled recurring date?
Hi uec.
The time in which your customers receive the automatic email varies. When setting up the recurring invoices select the option for Notify the customer that I setup this recurring payment. That way they know to when to expect it. I also have a very helpful tool that we use all the time, that I believe you'll find very beneficial yourself. It's called the QBO test drive. What it does is creates a fake account within the QuickBooks product and allows you to play around and make changes without worrying about screwing up your actual account. As you mentioned you dont like to test things that could upset your clients, this tool would be really beneficial to you and your business!
If there's anything else I can help with feel free to post below at any time. Thank you and have a nice evening.
Nick_M,
Ok, I can test drive it, but you didn't answer my question.
When does the automatic email go out?
Thanks for getting back to us, @uec,
When you tick the "Automatically send emails" box, the transaction is also sent to the customer immediately after the transaction is created. Please note that recurring transactions are created on the day scheduled typically between 12:00 am and 5:00 am depending on your time zone. From time to time, depending on volume, it may be created a little later.
Anything scheduled prior to or on the day the transaction is created won't occur until the next appropriate date based on the schedule. Example: If you created the template to start on the first of each month, and today is the first, the template will start on the first of the following month.
Also, make sure electronic invoices is enabled before creating the recurring template. Here are the steps to do that:
To learn more about this, check out our guide for creating recurring transactions in QBO: QuickBooks can do WHAT? Recurring transactions?
Feel free to get in touch with us again if there's anything else I can help you. Have a good one!
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here