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The following information will assist you in managing your customer transactions in QuickBooks, @ld-kore.
I appreciate you for setting up this in QuickBooks on your own. I'd be happy to answer your questions one at a time. This way, I can guide you accordingly.
To start with, your customer can process their payments by clicking the Pay Now button on the invoices they have received. Just ensure that your QuickBooks Online is set up to an Online invoice so they can see the full details in the email.
Here's how to check:
- Go to the Gear icon, then choose Account and Settings.
- Select the Sales tab and go to the Online delivery section.
- Under Additional email options for invoices, select Online invoice.
- Click Save and Done.
For your second question, yes, they will receive authorization as long as I have authorization and would like to process this transaction box is checked in the Sales Receipts section.
Click this article for more information: Set up a recurring sales receipt.
For the third, the funds will take off from the account based on your customer's deposit speed and payment type. For new users, we'll deposit your first set of payments within five business days. Once we set up everything, we'll deposit customer payments much faster.
For more details, check out this article: Find out when QuickBooks Payments deposits customer payments.
After the funds take away from the customer account, the money will unload into your Merchant account. Once deposited, you'll need to transfer the funds to your business account. To learn more about the process, see this link: Transfer funds between accounts.
On the last one, yes, as a reminder that they have to pay their recurring payments. The invoices are a payment request, while the sales receipt is proof of payment.
Feel free to visit these articles below on how to check the status of deposits and specific customer payments in QuickBooks:
Please remember that I am happy to answer any questions you may have on your account. Just leave that in the comments section. Keep safe, ld-kore.