![]() ![]() Recurring Invoice using QuickBooks Desktop This blog article will navigate you step-by-step and guide you on how recurring invoices can be created both in QuickBooks Desktop and in QuickBooks Online. This feature can give your customers all the details such as invoice due date, invoice amount, and the GST/HST (if applicable). If you need to invoice your customers on a regular basis, you should use one of the powerful features of QuickBooks i.e. These changes only apply to the specific invoice you changed, not any other invoice.There are many QuickBooks features that you can use to automate your accounting tasks. When you create an invoice, you can change the payment options you want to be available. Change payment options for specific invoices All your customer has to do is select the button to pay for the invoice online. This emails your customer the invoice with a Pay Now button. Select the Email dropdown, then select Invoice.Select the Main tab at the top of the invoice form.Add the products and services you need to sell.Select the checkboxes for the options you want to make available. If you want to change the payment options for this invoice, select the Change link.Next to Your customer can pay online using, review the online payment options available.Note: Make sure there's an email address in the Email field. Select the customer from the Customer: Job dropdown.Go to the Customers menu and select Create Invoices.In the Online Payments section, select the payment options you want to make available to this customer.Select the Edit icon to edit their profile.Go to the Customers menu and select Customer Center.Turn on online payments for a specific customer These become your default payment settings for all invoices. In the Online Payments section, select the payment methods you want to make available to all customers.Select Payments and then the Company Preferences tab. ![]() Turn on online payments for all customers ![]() Once you turn on payments, you can start sending invoices your customers can pay online. And if you already have a QuickBooks Payments account you use for another product, connect your existing account to QuickBooks Desktop. If you haven't already, sign up for QuickBooks Payments. Step 1: Sign up or connect an existing QuickBooks Payments account Or, you can take customer payments in-person. All they have to do is select the Pay Now button in the email. Setting up online invoices takes just a few minutes, and can help you get paid faster. If you have QuickBooks Payments, your customers can pay their invoices online by credit card or ACH bank transfer. Learn how to turn on payments so your customers can pay you directly from the invoices you send them (in QuickBooks Desktop 2018 or later). ![]()
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January 2023
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