QuickBooks® Request for Payment Invoicing
The Best Solution for Instant Payment Processing in QuickBooks®
Today Payments is an Authorized Reseller of Intuit offering a highly robust app that supports both QuickBooks’ desktop and online customers, provide merchants with the tools they need so they can focus more time on their customers and businesses, and less time on data entry.
"Our Integrated payment solutions can save a typical small business owner more than 180 hours each year"
See
the features
QuickBooks® ACH, Cards, FedNow and Real-Time Payments
- Payment processing for all QuickBooks desktop, Pro, Premier, Enterprise and also QBO QuickBooks Online Our software is designed for simplicity and ease-of-use.
- ~ Automate Account Receivable Collection
- ~ Automate Account Payable Payments
- ~ One-time and Recurring Debits / Credits
Secure QB Plugin payment processing through QuickBooks ® specializes in the origination of moving money electronically.
Ask about our special:
Request for Payments
Implementing recurring invoices, now referred
to as "Request for Payments" (RFP), in QuickBooks Online (QBO) or
QuickBooks Desktop (QBD) accounting software, with texting, email, or
digital communication for ACH, credit cards, FedNow, and RTP Real-Time
Payments, and utilizing "Open Banking" involves several steps tailored
to the capabilities of these platforms and the integration of Open
Banking APIs. Here's a guide to setting it up:
- Enable Open Banking Integration:
- Ensure that your QuickBooks software
supports Open Banking integration. QuickBooks may offer built-in
features or plugins to facilitate connectivity with banks and
financial institutions through Open Banking APIs.
- Bank Account Authorization:
- Customers need to authorize
QuickBooks to access their bank accounts through Open Banking
APIs. Provide clear instructions for customers to link their
bank accounts securely within QuickBooks.
- Request for Payments Setup:
- Create recurring invoices or RFPs in
QuickBooks, specifying the payment amount, frequency, and
duration.
- Communication Channels:
- Utilize texting, email, or digital
communication platforms to send RFP notifications to customers.
QuickBooks may offer built-in features or integrations to send
automated notifications.
- Payment Options:
- Offer multiple payment options
including ACH, credit cards, FedNow, and RTP Real-Time Payments.
QuickBooks Payments or third-party integrations can handle
payment processing.
- Open Banking Authorization:
- For ACH payments and other bank
transfers, customers may need to authorize QuickBooks to
initiate payments through their bank accounts using Open Banking
APIs.
- Credit Card Processing:
- For credit card payments, integrate
QuickBooks with payment processors that support credit card
transactions. QuickBooks Payments is an integrated solution for
credit card processing.
- FedNow and RTP Integration:
- Integrate QuickBooks with FedNow and
RTP Real-Time Payments systems if available. Ensure that your
bank accounts linked to QuickBooks support real-time payment
processing.
- Authorization and Consent:
- Include clear instructions for
customers to authorize automated payments using Open Banking
APIs. Ensure compliance with regulations regarding customer
consent for recurring payments.
- Payment Processing:
- Set up automated processes within
QuickBooks to initiate payments at the scheduled intervals
specified in the RFP using Open Banking APIs.
- Confirmation and Receipts:
- Send confirmation notifications or
receipts to customers via email or text message once payments
are successfully processed. Include details of the transaction
and any relevant information.
- Reconciliation and Reporting:
- Regularly reconcile payments
received against the RFPs issued. Use reporting tools within
QuickBooks to track payment activity, outstanding balances, and
financial performance.
- Customer Support:
- Provide customer support services to
assist customers with any issues related to automated payments,
RFPs, or payment processing. Ensure that customers have access
to support channels for assistance.
By following these steps and leveraging Open
Banking integration within QuickBooks, businesses can streamline the
process of automatic recurring payments from payers to payees for RFPs,
ensuring efficiency, accuracy, and convenience for all parties involved.
Call us, the .csv, text messaging and or .xml Request for Payment (RfP) file you need while on your 1st phone call! We guarantee our reports work to your Bank and Credit Union. We were years ahead of competitors recognizing the benefits of RequestForPayment.com. We are not a Bank. Our function as a role as an "Accounting System" in Open Banking with Real-Time Payments to work with Billers to create the Request for Payment to upload the Biller's Bank online platform. U.S. Companies need help to learn the RfP message delivering their bank. Today Payments' ISO 20022 Payment Initiation (PAIN .013) show how to implement Create Real-Time Payments Request for Payment File up front delivering message from the Creditor (Payee) to it's bank. Most banks (FIs) will deliver the message Import and Batch files for their company depositors for both FedNow and Real-Time Payments (RtP). Once uploaded correctly, the Creditor's (Payee's) bank continuing through a "Payment Hub", will be the RtP Hub will be The Clearing House, with messaging to the Debtor's (Payer's) bank.
Our in-house QuickBooks payments experts are standing ready to help you make an informed decision to move your company's payment processing forward.
Pricing with our Request For Payment Professionals
1) Free ISO 20022 Request for Payment File Formats, for FedNow and Real-Time Payments (The Clearing House) .pdf for you manually create "Mandatory" (Mandatory data for completed file) fields, start at page 4, with "yellow" highlighting. $0.0 + No Support
2) We create .csv or .xml formatting using your Bank or Credit Union. Using your invoice information database to create an existing Accounts Receivable file, we CLEAN, FORMAT to FEDNOW or Real-Time Payments into CSV or XML. Create Multiple Templates. You can upload or "key data" into our software for File Creation of "Mandatory" general file. Use either the Routing Number and Account Number for your Customers or use "Alias" name via Mobile Cell Phone and / or Email address.
Fees = $57 monthly, including Activation, Support Fees and Batch Fee, Monthly Fee, User Fee. We add your URI for each separate Payer transaction for additional Payment Methods on "Hosted Payment Page" (Request for file with an HTML link per transaction to "Hosted Payment Page" with ancillary payment methods of FedNow, RTP, ACH, Cards and many more!) + $.03 per Transaction + 1% percentage on gross dollar file,
3) Add integrating QuickBooks Online "QBO" using FedNow Real-time Payment using our Recurring Invoices system.
Fees Above 2) plus $29 monthly additional QuickBooks Online "QBO" formatting, and "Hosted Payment Page" and WYSIWYG
4) Above 3) plus Create "Total" (over 600 Mandatory, Conditional & Optional fields of all ISO 20022 Pain .013) Price on quote.
Start using our FedNow Real-Time Payments Bank Reconciliation:
Dynamic integrated with FedNow & Real-Time Payments (RtP) Bank Reconciliation: Accrual / Cash / QBO - Undeposited Funds
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(866) 927-7180