Hello ernesto@comup.co,
Welcome to Community! When you have customers who make monthly payments, QuickBooks Online simplifies your work. I would be glad to provide more information, so you can accomplish your QuickBooks goals with confidence!
Creating recurring sales receipts automatically charges your customer at any given interval. However, you will require a written authorization form from your customer. Once you enter your customer's credit card information, you will see a link to download the authorization form. Provide this to your customer to complete and sign, then return it to you before the first recurring charge is scheduled.
Follow these steps to create a recurring sales receipt;
1. Open your Settings ⚙ and select Recurring transactions
2. Hit New
3. From the Transaction Type ▼ dropdown menu, choose Sales Receipt, then hit OK
4. Enter a template name. This won’t appear on the transaction.
5. From the Type ▼ dropdown, select Scheduled
6. Select the customer’s name from the Customer ▼ dropdown menu, then, verify the email
Note: You can select Automatically send emails to send notifications to your customer when you process their payment.
7. Set the Interval. For example, if you need a sales receipt every first day of the month, the interval is Monthly on day 1st of every 1 month.
8. Enter the Start and End date
Note: In case there's no end date, select None from the End ▼ dropdown.
9. From the Payment method ▼ dropdown, select an appropriate payment option
- Credit Card: Select Enter credit card details and follow the steps to enter the customer's credit card information.
Note: You need to sign up for QuickBooks Payments to see this option.
10. Enter all the required product or service details
11. Select Save template
Note: If you enter a number in the days in advance field, the charge will process on the date you created the transaction. For example, if you created a sales receipt on the fifth that recurs on the 15th of each month, the charge will process on the fifth.
If you have any other questions, please feel free to reach back out. We would be happy to assist!
