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
9 replies
32 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.

Jen_D

Level 8

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:

Click the Gear icon and choose Accounts and Settings.
Go to Sales then Online Delivery.
Choose "Online invoice" under Additional email options for invoices.
Press Save and Done after.

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!

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