QuickBooks® Request for Payment Invoicing
The Best Solution for 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
When dealing with digital invoicing and
tracking aging for Request for Payments (RfP) in QuickBooks Online
(QBO), you can follow a streamlined process that integrates the digital
invoicing features of QBO with the flexibility of a spreadsheet. Here's
a guide:
1. Digital Invoicing in QBO:
- Create digital invoices for your Request
for Payments using the invoicing features in QBO.
- Specify due dates and any relevant
details for each invoice.
2. Record Payments in QBO:
- Log payments against the digital
invoices as they are received.
- Ensure accurate entry of payment dates.
3. Generate an Aging Report in QBO:
- Navigate to the "Reports" section in
QBO.
- Search for and run the "Aging
Receivables" or "Accounts Receivable Aging Detail" report.
- Customize the report to display the
information you need.
4. Export Aging Report to Spreadsheet:
- Export the Aging Report from QBO to a
spreadsheet format (Excel or CSV).
- This exported data will include details
like customer names, invoice numbers, invoice dates, due dates, and
aging periods.
5. Enhance Spreadsheet Analysis:
- In your spreadsheet, add any additional
columns for reference or custom calculations.
- For example, you might include columns
for Requester Names, Payment Request Numbers, or any other specific
information not covered in the QBO report.
Example Columns in Spreadsheet:
|
Vendor |
Invoice Number |
Invoice Date |
Due Date |
Amount Requested |
Payment Date |
Days Outstanding |
|
ABC Inc |
INV001 |
2023-01-15 |
2023-02-15 |
$1,000.00 |
2023-02-20 |
=IF(ISBLANK(F2), TODAY() - D2, F2 - D2) |
6. Regular Updates:
- Keep your spreadsheet updated with the
latest information from QBO.
- Regularly export the Aging Report from
QBO to ensure accurate tracking.
7. Visualization:
- Use charts and graphs in your
spreadsheet to visualize the aging of payment requests over time.
By integrating the digital invoicing features
of QBO with a spreadsheet, you can take advantage of the automation and
accuracy of QBO while having the flexibility to customize and analyze
the data in a way that suits your specific needs for tracking aging of
digital payment requests.
Call us, the .csv 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. Create Multiple Templates. Payer/Customer Routing Transit and Deposit Account Number may be required to import with your bank. You can upload or "key data" into our software for File Creation of "Mandatory" general file.
Fees = $57 monthly, including Support Fees and Batch Fee, Monthly Fee, User Fee, Additional Payment Method 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) Payer Routing Transit and Deposit Account Number is NOT required to import with your bank. We add your URI for each separate Payer transaction.
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 Bank Reconciliation:
Dynamic integrated with FedNow & Real-Time Payments (RtP) Bank Reconciliation: Accrual / Cash / QBO - Undeposited Funds
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(866) 927-7180