Enhanced interface

Set up payments for a recurring invoice

Use the Payment tab of a recurring invoice to set up how Intacct processes payments from the customer. You can set the payment method to automatically process payments. Intacct automatically fills in the Customer and Term fields.

Intacct processes payments for recurring invoices on the same date that it generates the invoice.

Leaving the payment method set to None allows Intacct to process the invoice through your normal Accounts Receivable collection cycle.

If you've subscribed to a customer payment service and you selected Enable payment service on the Invoice tab, the payment method is shown as Customer payment service and you cannot change the selection. You cannot set up offline payments for an invoice that has Enable payment service selected.

Learn more about Customer Payments powered by Fortis.

Set up offline payments

Subscription	Accounts Receivable
Regional availability	All regions
User type	Business
Permissions	Recurring Invoices: List, View, Add, Edit

Go to Accounts Receivable > All > Invoices > Recurring invoices.
Find the recurring invoice that you want to set up payments for.
Select Edit at the end of the row.
On the Payment tab, select the required payment method: Check, Credit card, Record transfer, or Cash.
After you select a payment method, Intacct displays additional fields related to that method.
If the payment method is credit card, select the Card type.
Select the Account type.
Select Pay in full or clear the selection and enter a partial Payment amount.
When payment is made, note the following:
- Payment is attempted at the time the recurring invoice is generated.
- Credits are not applied to payments made against recurring invoices.
- Term discounts are not applied to partial payments.
- Depending on the payment amount, the Payment status changes to either Paid or Partially paid after a successful payment attempt.
Select the Bank account or Undeposited funds account where you want Intacct to post the payment.
Select Save.

Go to Accounts Receivable > All > Invoices > Recurring invoices.
Find the recurring invoice that you want to set up payments for.
Select Edit.
On the Payment tab, select the required payment method: Check, Credit card, Record transfer, or Cash.
After you select a payment method, Intacct displays additional fields related to that method.
If the payment method is credit card, select the Card type.
Select the Account type.
Select Pay in full or clear the selection and enter a partial Payment amount.
When payment is made, note the following:
- Payment is attempted at the time the recurring invoice is generated.
- Credits are not applied to payments made against recurring invoices.
- Term discounts are not applied to partial payments.
- Depending on the payment amount, the Payment status changes to either Paid or Partially paid after a successful payment attempt.
Select the Bank account or Undeposited funds account where you want Intacct to post the payment.
Select Save.