The form will open on a new tab.ĭownload or print the authorization form and send it to your customer. In the Set Up Recurring Payment page, scroll down to the Payment Method section and click the Signed authorization link. Under the Recurring Payments sections, select the Create recurring payment link. Sign in to your Merchant Services account.If you have QuickBooks Payments enabled and want to charge a customer repeatedly on a fixed schedule, you can download the authorization form by going to the recurring transaction page in the Merchant Services page. I'll share some steps where you can get the ACH form. Let me know if you still have other questions about sales forms. You can also check out this article to learn how you can personalize and add specific info to sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online. Or select the checkbox for the options you want to make available. If you want to change the payment options, select Edit. Make sure their email address in the Email field.Ħ.Select the customer from the Customer dropdown.You just have to make sure to set both option to receive credit card or with an ACH bank transfer in QuickBooks. Once your customer received the email, they can access the link and click Review and pay or Pay invoice button to open and pay for the invoice. You can send customer invoices through email from QuickBooks Online in just a few steps. I'd like to help and share what I know about sales forms that you can send to your customers.
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