Can I process a customer invoice and process the ACH payment transfer?

Hi, phayes-mts-net. Currently, preauthorized payments aren’t supported for customer invoices. Customers must enter their credit card or bank account information when viewing and paying the invoice. To save time on future payments, customers can enable the Save my info for faster checkout feature when paying electronic invoices. The screenshot below shows the customer's view.

Preauthorized payments are only available for sales receipts. Here’s how you can set it up:
 

1. Open a sales receipt and select Charge new payment in the Record or charge box.
2. Choose ACH as the Payment method and select either:
   • Enter credit card details
   • Enter bank info
3. Enter credit card or bank account details, confirm authorization by checking My customer signed the authorization form or I read the authorization script to them.
   You can use the links provided for the authorization form and authorization script for guidance.
4. Select Save this account for later and then click Submit.

After entering the payment details, fill in the necessary fields in the sales receipt. Then, click Charge and send to finalize. For additional guidance, you can refer to this link: Set up a recurring sales receipt.

Let us know if you have any other questions. We’re here to help.