Does anyone else have issues with reoccurring transactions not automatically charging clients?

Hello there, Service61.

There are several reasons why a recurring transaction might not automatically charge clients. The most common cause is that the payment method is not authorized on the recurring template. Let me guide you through the process of checking this.

Here’s how to verify the recurring template:

1. Go to the Gear icon.
2. Under the Lists column, select Recurring transactions.
3. Locate the template for the transaction. In the Action column, click Edit
4. Ensure that the payment method is authorized.
5. After checking, click Save template.

If everything appears to be correctly set up, you should also check the customer's profile. Go to their payment methods and verify that a card or bank account on file is saved and not expired. If the payment method has expired, the transaction will not go through.

To learn more about recurring invoices and other transactions, feel free to visit this article: Create recurring invoices and other transactions in QuickBooks Online.

If you need further assistance with QuickBooks, feel free to revisit this thread.