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

Integrating a Real-Time Payment Request (RfP) system using digital invoicing, SMS, and texting with QuickBooks Enterprise can streamline payment processes and enhance cash flow management. Here’s a detailed guide to setting this up using SecureQBPlugin.com and leveraging The Clearing House RTP for real-time payments:

Setup and Configuration Steps

1. Set Up QuickBooks Enterprise and SecureQBPlugin.com:
   • QuickBooks Enterprise: Ensure QuickBooks Enterprise is properly installed, set up, and configured.
   • SecureQBPlugin.com: Register and set up SecureQBPlugin.com to facilitate integration with real-time payment systems and QuickBooks Enterprise.
2. Configure Real-Time Payments (RTP) and ISO 20022 RfP:
   • Payment Processors: Set up accounts with RTP service providers like The Clearing House that support ISO 20022 RfP.
   • Integration with SecureQBPlugin.com: Integrate these payment processors with SecureQBPlugin.com to ensure seamless data flow between your payment systems and QuickBooks Enterprise.

Implementation Process for Digital Invoicing, SMS, and Texting

Digital Invoicing

1. Create and Customize Invoices:
   • Invoice Creation: Use QuickBooks Enterprise to create invoices.
   • Include RfP Messages: SecureQBPlugin.com automates the inclusion of ISO 20022-compliant RfP messages in the invoices.
   • Payment Links: Ensure each invoice includes a secure RTP payment link generated through SecureQBPlugin.com.
2. Send Invoices:
   • Email Distribution: Send the invoices via email to customers, including clear payment instructions and the RTP payment link.
   • Track Sent Invoices: Use QuickBooks Enterprise to track sent invoices and monitor their status.

SMS and Texting

1. Set Up SMS/Texting Service:
   • SMS Gateway: Choose an SMS gateway service that can integrate with SecureQBPlugin.com and QuickBooks Enterprise.
   • Integration: Configure the SMS service to work with SecureQBPlugin.com to send payment requests and invoices via SMS.
2. Sending RfP via SMS/Texting:
   • Generate RfP Link: SecureQBPlugin.com generates a secure RTP payment link for each invoice.
   • Send SMS: Send the payment request via SMS to the customer's mobile number, including the secure payment link.
   • Automate Messages: Automate the process of sending payment reminders and follow-ups via SMS.

Customer Payment Process

1. Receiving the Payment Request:
   • Email Invoice: Customers receive an email with the invoice and the RTP payment link.
   • SMS Payment Request: Customers receive an SMS with the RTP payment link.
2. Customer Payment:
   • Click Payment Link: Customers click the RTP payment link from either the email or SMS.
   • Complete Payment: Customers complete the payment through the secure RTP portal.
   • Instant Confirmation: Payments are processed in real-time, with instant confirmation sent to both the customer and the business.

Recording and Reconciliation

1. Automatic Payment Recording:
   • Real-Time Updates: SecureQBPlugin.com updates QuickBooks Enterprise in real-time with the payment details.
   • Invoice Status: The status of the invoice is updated to reflect the payment.
2. Reconciliation:
   • Regular Reconciliation: Periodically reconcile your QuickBooks records to ensure all transactions are accurately reflected.
   • Match Payments: Use QuickBooks Enterprise's reconciliation features to match bank statements with recorded transactions.

Benefits of Using RfP for Real-Time Payments

1. Speed and Convenience:
   • Instant Payments: Real-time payment processing reduces the time it takes to receive funds.
   • Ease of Use: Customers can pay quickly and conveniently via email or SMS.
2. Efficiency and Accuracy:
   • Automation: Reduces manual data entry and minimizes errors.
   • Real-Time Updates: Ensures up-to-date financial records with immediate payment confirmation.
3. Enhanced Cash Flow:
   • Immediate Funds: Access funds immediately upon payment, improving cash flow management.
   • Reduced Late Payments: Real-time invoicing and payments can significantly reduce late payments.
4. Cost Savings:
   • Lower Transaction Fees: Real-time payment systems often have lower transaction fees compared to traditional methods.
   • Reduced Administrative Costs: Automation reduces the overhead related to payment processing.
5. Security:
   • Secure Payment Links: Protects customer data with secure payment links.
   • Fraud Reduction: Real-time payments reduce the risk of fraud associated with checks or delayed payments.
6. Customer Satisfaction:
   • Transparent Communication: Real-time payment confirmation improves transparency and trust.
   • Enhanced Experience: Quick and easy payment options enhance customer satisfaction.

Example Use Case

Creating and Sending an Invoice

1. Create Invoice in QuickBooks Enterprise:
   • Generate a new invoice for a customer using QuickBooks Enterprise.
   • Include details such as items/services, quantities, prices, and total amount.
2. Include RTP Payment Link:
   • Use SecureQBPlugin.com to generate an RTP payment link and include it in the invoice.
   • Customize the invoice message to provide payment instructions.
3. Send Invoice via Email:
   • Send the invoice to the customer's email address using QuickBooks Enterprise's email functionality.
   • Ensure the email includes the RTP payment link and clear instructions.

Sending RfP via SMS

1. Generate RfP Link:
   • SecureQBPlugin.com generates a secure RTP payment link for the invoice.
2. Send SMS Payment Request:
   • Use your integrated SMS gateway to send an SMS to the customer’s mobile number.
   • The SMS should include a brief message and the RTP payment link.

Customer Payment and Recording

1. Customer Receives Invoice/SMS:
   • The customer receives the invoice via email and the payment request via SMS.
2. Customer Clicks Payment Link:
   • The customer clicks the RTP payment link in the email or SMS.
3. Complete Payment:
   • The customer completes the payment through the secure RTP portal.
4. Instant Confirmation and Recording:
   • The payment is processed instantly.
   • SecureQBPlugin.com updates QuickBooks Enterprise with the payment details in real-time.
   • The invoice status is updated to paid.

Conclusion

By integrating Real-Time Payment Requests (RfP) using digital invoicing, SMS, and texting with QuickBooks Enterprise via SecureQBPlugin.com, businesses can significantly enhance their payment processing capabilities. This integration ensures efficient, secure, and real-time payments, improving cash flow, reducing administrative overhead, and enhancing 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 Request 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.