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pfstx
June 26, 2023
Question

Recurring Payments

  • June 26, 2023
  • 1 reply
  • 1 view

We have a business where we offer monthly security services, were an alarm company. I had set up our customers on recurring, however some customers want us to put their bills on autopay for them. I followed the steps online, setting it up under sales receipt then clicking make recurring at the bottom. Did everything else HOWEVER QB charged them RIGHT AWAY. It was supposed to be for the first of the month not the day I created it. Is there a way to set them up on autopay without QB charging that day and waiting till the first of the month?

1 reply

Rubielyn_J
Rubielyn_J
Level 8
June 26, 2023

I can share some details about setting up Autopay for recurring invoices in QuickBooks, @pfstx.

 

Autopay is available on pay-enabled recurring invoices. To prevent your customer from being charged on the day the invoice was created, let's make sure to configure the correct frequency interval, start date, and end date for the invoice.

 

Here's how: 

 

  1. Create your invoice, then select Create recurring invoice on the transaction.
  2. Or you can create a recurring template. 
  3. Specify the frequency interval, start date, and end date of the recurring invoice. 
  4. Once done, click Save template.

 

You can also check out this article to further understand how to set up automatic payments for recurring invoices: Set up Autopay for recurring invoices in QuickBooks Online.

 

Once done, make sure to create a recurring sales receipt. If the recurring transaction has been configured accurately, you will notice a credit card icon adjacent to the Sales Receipt.

 

Additionally, here's a resource you can look up to learn how to accept electronic customer payments for online invoices and in-person sales: Take and process payments in QuickBooks Online with QuickBooks Payments.

 

Keep me posted if you have further queries on how to set up Autopay for recurring invoices. I'll be more than happy to help.

P
pfstxAuthor
June 26, 2023

Thank you for your response.  Everything is set up correctly, we have had several customers already set up on recurring and it has been good.  

 

My concern is that we have some recurring invoices going out to customers who are elderly and dont know how to use the email and autopay.  They have called me to give me permission to set it up on auto pay for them.  How do I do that for them so they dont have to figure out it on their computer or phone?  

JoesemM
JoesemMQuickBooks Team
QuickBooks Team
June 26, 2023

Thanks for the prompt reply, @pfstx. I'm glad that your recurring transactions are already set up and it has been good. Allow me to chime in and help you set up an auto-pay for your client.

 

Since you already have permission to set up an autopay for your elderly clients, please keep in mind that you'll need to access their email, login credentials to their QuickBooks account, and credit card information when setting up the payment feature. I know it's been crucial on your part since it's their personal information that you need to add.

 

However, if they already agreed, you can proceed with setting up the Autopay feature. Your client receives the invoice email normally, and Autopay can only be set up for the full amount. If your customer edits the amount, then the Autopay option no longer displays.

 

Your customer needs their Intuit account to use autopay. If they don't have an Intuit account, they'll need to create a new login. To set up the auto pay follow, the steps below:

 

  1. To set up Autopay, your customer opens your invoice and selects Set up autopay to enroll. 
  2. Next, your customer will need to sign in using Intuit user ID (also used for TurboTax and Mint). 
  3. Your customer makes sure the autopay checkbox shows as selected and displays the correct frequency and start date. 
  4. Once everything looks good, your customer selects the Autopay button to pay the current invoice. 

 

Once done, they’ll receive a confirmation email that Autopay is set up. For complete details about the process, open this link:  Set up Autopay for recurring invoices in QuickBooks Online. It also contains steps on how to check the autopay status of your customer.

 

There are some things you need to know about processing recurring credit card payments in QBO. For more info check out this reference: Recurring Credit Card Payment FAQs.

 

Drop me a comment if you have more questions about paying invoices or the payment automation. I'll be here to help. Have a great day.

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