When sending Invoice to a client, how does Bank Transfer option work? Is this payment feature easy for a client to do?
In QuickBooks payments, “Bank Transfer” option is like ACH direct deposit type. Customer/Client will receive the invoice by email. It’s very few simple clicks for a customer to pay that invoice. Open the Invoice button. See screenshot below. Click Pay Now button. See screenshot below. Payment information screen will open. Customer will need to fill […]
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From the home page screen Click Create (+) Sign Under “Other” select Transfer Here you can record the transfer, just click Save and Close when you’re done. In this example (see screenshot photo for reference), it’s transferring $1,000.00 from Checking Account to Savings Account. Transfer Funds From = Money coming out from that account Transfer […]