How do I set up automated recurring payments?

Hi, patrcik101. To automatically charge payments from your customer's credit card, you can use the recurring sales receipt feature. Take note that you need a QuickBooks Payments account to use this.

Here's how:

1. Go to the Gear icon, select Recurring transactions, then New.
2. From the Transaction Type dropdown, click Sales Receipt, then hit OK.
3. Enter a template name.
4. From the Type dropdown, choose Scheduled.
5. Select the customer’s name from the Customer dropdown.
6. Tick the box for Automatically send emails to send notifications to your customer when you process this payment.
7. Set the interval, and enter a start and end date.

From the Payment method dropdown, choose Credit Card, click Enter credit card details, and follow the steps to enter your customer's credit card information.

Before you save the template, download the authorization form and ask your customer to fill out, sign, and return the form to you before the first recurring charge. Keep it in a safe place for 18 months for your protection.

If you have other concerns, feel free to reply below.