Recurring Invoices - Split Invoice and Payment Date
When setting the Recurring Invoice to automatically Process Payment and Post into QuickBooks with Invoice, you can now choose to Process the Payment X days later or on the due date of the invoice.
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- This will create an invoice with a scheduled payment.
- If an email is sent to the customer they will see when their payment will be processed on the email.
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- Prior to the processing date you can see when the payment is scheduled to process.
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- If the customer contacts prior to the date of the scheduled payment you can cancel the payment, and it will not process the CC or ACH payment by clicking the x in the Cancel column.