Automate Invoicing & Collection in QuickBooks Desktop

For Clients Paying with ACH

The second example is for clients paying with ACH.

While inside the sales receipt click e-pay.

Sales Receipt

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.

Memorize Transaction

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.

Save pagePDF pageEmail pagePrint page

About the author

Carrie Kahn

Carrie Kahn, the owner of Complete Business Group, joined the Intuit Reseller Program in 2008. CBG offers Intuit based solutions for End-users, ProAdvisors and Partners. CBG is now considered one of the largest and fastest-growing Intuit Premier Resellers (IRPs) in the world. The Complete Business Partner Program is helping ProAdvisors and other partners become better at their profession, increase their income substantially, and save their customers time and money.

Carrie has been supporting and selling QuickBooks since Dos V1. She has been a certified ProAdvisor in the full line of QuickBooks products since 2002. Complete Business Group joined the Intuit Reseller Program (IRP) in 2008.

Carrie serves as a host for the Accountants, Bookkeepers, and Business Owners (ABBO) Facebook group as the QuickBooks Product Expert. She was named top 100 QuickBooks ProAdvisor of the Year every year since 2014. She has been in the top 10 Intuit Premier Resellers (IRPs) since 2012 and currently is ranked #1 in the East. She was named Social Media Resources ProAdvisor of the Year for 2017. She is currently serving on the IRP Council.


  • What’s with the whole print and sign this form for automatic billing? No website I’ve ever subscribed to requires this. What changes that makes this necessary for Quickbooks?

  • It’s a recommended form they provide for you. However ultimately they aren’t forcing you to use it. You decide what workflow you want to implement and consult with your attorney to make sure you are covered.

Leave a Comment