QuickBooks^® Request for Payment Invoicing

• ~ 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.

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Request for Payments

Creating an invoice in QuickBooks Enterprise for a real-time payment as a one-time transaction using The Clearing House (TCH) for RTP involves a series of steps that integrate the invoicing process with the real-time payment capabilities of TCH RTP. Here’s a step-by-step guide on how to do this:

Steps to Create an Invoice for Real-Time Payment

1. Set Up QuickBooks Enterprise and SecureQBPlugin.com:
   • QuickBooks Enterprise: Ensure your QuickBooks Enterprise is set up and properly configured for your business needs.
   • SecureQBPlugin.com: Register and set up SecureQBPlugin.com. Follow the installation guide to integrate SecureQBPlugin.com with QuickBooks Enterprise and your TCH RTP account.
2. Create the Invoice in QuickBooks Enterprise:

Step-by-Step Process in QuickBooks Enterprise

1. Open QuickBooks Enterprise:
   • Launch QuickBooks Enterprise and log in to your company file.
2. Navigate to the Invoicing Section:
   • Go to the top menu and select Customers > Create Invoices.
3. Create a New Invoice:
   • Customer Name: Select or enter the customer’s name in the Customer

field.

• Invoice Date: Set the Date of the invoice.
• Invoice Number: QuickBooks will automatically generate an invoice number, or you can enter a custom number.
3. Add Invoice Details:
   • Item: Select the item or service being billed from the Item column. If it's a new item, you can add it directly from this screen.
   • Description: Enter a description of the item or service.
   • Quantity and Rate: Enter the quantity and rate. QuickBooks will automatically calculate the total amount.
   • Amount: Verify the amount to be billed.
4. Include RTP Payment Link:
   • Payment Link Field: SecureQBPlugin.com should provide a field or an automated way to include a secure RTP payment link in the invoice.
   • Instructions for Payment: Add any instructions or notes to the customer on how to complete the payment using the RTP link.
5. Save the Invoice:
   • Click Save & Close to save the invoice, or Save & Send to immediately send the invoice to the customer via email.

Sending the Invoice

1. Email the Invoice:
   • If you clicked Save & Send, QuickBooks will open the email dialog.
   • Verify the customer’s email address.
   • Ensure the invoice is attached as a PDF and includes the RTP payment link.
   • Customize the email message if needed, providing clear instructions for payment.
   • Click Send.
2. Send via SMS:
   • If SecureQBPlugin.com supports SMS sending, follow the plugin’s instructions to send the invoice via SMS, ensuring the RTP payment link is included.

Customer Payment Process

1. Customer Receives Invoice:
   • The customer receives the invoice via email or SMS with the RTP payment link.
2. Payment via RTP Link:
   • The customer clicks the RTP payment link, which directs them to a secure payment portal.
   • The customer completes the payment through TCH RTP.
3. Instant Confirmation:
   • The payment is processed in real-time.
   • Both the customer and your business receive immediate payment confirmation.

Recording and Reconciliation

1. Automatic Payment Recording:
   • SecureQBPlugin.com will automatically update QuickBooks Enterprise with the payment details.
   • The invoice status is marked as paid, and the payment is recorded in your financial records.
2. Reconciliation:
   • Periodically reconcile your QuickBooks records to ensure all transactions are accurately reflected.
   • Use the reconciliation feature in QuickBooks Enterprise to match bank statements with your recorded transactions.

Conclusion

By following these steps, you can effectively create an invoice in QuickBooks Enterprise for a one-time transaction using The Clearing House (TCH) for RTP. This integration, facilitated by SecureQBPlugin.com, ensures seamless, real-time payment processing, enhancing efficiency, cash flow management, and customer satisfaction.

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.

 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 Real-Time Payment 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.