Once I have a customer's credit and billing information is there a way for me to directly bill the customer on QuickBooks instead of sending an invoice for payment?

hirscheric · ‎January 17, 2020

MaryLandT · ‎January 17, 2020

The option to bill a customer without sending an invoice is currently unavailable in QuickBooks Self-Employed (QBSE).

In QuickBooks Online (QBO), you can set up a recurring sales receipt to collect payments every month.

To avail of this feature, you need to sign up for QBO. Use this link to see the comparison of the product: https://quickbooks.intuit.com/online-compare/. Then, click the Free 30-day trial to explore the system.

I've added the Switch from QuickBooks Self-Employed to QuickBooks Online article to learn what to do with your data before moving.

Keep me posted if you have follow-up questions. I'm always around whenever you need help.

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Once I have a customer's credit and billing information is there a way for me to directly bill the customer on QuickBooks instead of sending an invoice for payment?

Once I have a customer's credit and billing information is there a way for me to directly bill the customer on QuickBooks instead of sending an invoice for payment?

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