It's good to have you back, shroff.
I have an alternative solution to resolve your concern.
You can set up a recurring sales receipt to automatically collect payments from your customers on a monthly basis. I'll walk you through the steps.
- Go to the Settings icon and select Recurring Transactions.
- Click New.
- Choose Sales Receipt in the Transaction Type dropdown, then click OK.
- From the Type▼ dropdown menu, select Scheduled.
- Select the customer's name from the Customer▼ dropdown menu. Then, verify the email. You can select Automatically send emails to send notifications to your customer when you process their payment.
- Set the interval, enter the start date, and end date.
- Select the Payment method▼ dropdown, and select Credit card type or Check.
- Enter the line for the product or service and the amount.
- Select Save template.
Additional information is available in this article: Set up a recurring sales receipt in QuickBooks Online.
If you need additional help managing customer payments or related issues, feel free to respond to this message. I'm available to assist you at any time.
