For Clients Paying with ACH
The second example is for clients paying with ACH.
While inside the sales receipt click e-pay.
Then complete the form below; you should have an authorization form on file for recurring payments.
After you click process payment, you want to select MEMORIZE.
Then complete the memorized label selecting how often to bill, how many, and give it a name.
Keep in mind that when you log in to your QuickBooks you will need to say YES about entering automatic transactions or these will not be created.
Using this system allows you to automatically bill your clients using QuickBooks Desktop. Automatic billing is a more efficient way for you to invoice, collect, and streamline your billing process. Follow my easy instructions for setup and streamline your workflow.