It feels strange to be asking this — but how on earth do I get automatic credit card payments to actually process on recurring invoices? I've tried the things suggested here, but not seeing a clear, direct process to do this (or maybe it's just not working for me).
I’ve got recurring invoices set up (under Recurring Transactions) and customers who’ve created QuickBooks logins and saved their payment info. But the transactions still don’t process automatically each month.
Coming from Wave Accounting, I can’t believe this isn’t straightforward to set up — yet here I am, manually chasing payments every month. I’m sure I’m missing something simple, but I can’t figure out what it is.
Please help!
Also, requiring customers to create QuickBooks accounts just to save payment info has been a barrier to my customers as well — it’s one more hoop they have to jump through. I’m really trying to simplify things for them.
