In this guide, we'll show you the 6 simple steps to create Direct Debit payments via Quickbooks.
1. Create or open the invoice you want to collect a payment for
You can create a new invoice on the Invoices page on Quickbooks by clicking on “New invoice”. You’ll be able to create a recurring invoice payment or open a payment for an outstanding invoice.
2. Invite your customer to setup a Direct Debit if you haven’t already
If you haven’t already invited the customer to Setup a Direct Debit, you can click “Ask customer to use Direct Debit” or follow .
3. Select Direct Debit as your payment option
After your customer has setup a Direct Debit with you, select Direct Debit as the payment option for this invoice.
4. Send the invoice to collect the payment
Once you’ve completed all the details of the invoice just click on “Save and Send”. The invoice will be sent to your customer and the payment will be scheduled for collection 3 days after the invoice due date.
5. We notify your customer
On the invoice due date, your customer will be automatically notified that a payment is scheduled to be collected. Three working days later your customer’s account is charged.
6. You get paid
After you customer is charged, you’ll receive a payout of the funds you’ve collected. The time required to receive the money can vary depending on where you and customer are located.
If you’re in the UK, you’ll receive your first payout 3 working days after your customer has been charged. After you've taken your first payment from a customer, each subsequent payment from them will reach you 2 working days after the charge date.