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a3creativesoluti
Level 1

Hey, recurring invoices, does it automatically charge peoples credit cards once the first invoice goes out (and captures their card info)

 
1 Comment 1
Rebecca R
QuickBooks Team

Hey, recurring invoices, does it automatically charge peoples credit cards once the first invoice goes out (and captures their card info)

Hi there a3creativesoluti,

 

I love that you're using the Recurring Transactions addition to QuickBooks Online to automatically send out invoices to the customers that you work with regularly. This is a great way to maximize the time you spend doing what you love, because QuickBooks is doing the bookkeeping for you in the background. Let me go over how this works in connection with QuickBooks Payments.

 

If you've set up a recurring invoice to include the Cards box checked off, once the customer receives the invoice they'll also automatically receive the link to pay by credit card. Their card wont be charged until they enter their credit card information and consent to pay. Since there isn't an option to automate customer payments, you won't be able to set up a recurring transaction that automatically charges your customer's credit card, even if you have it on file with their consent to charge. 

 

For a refresher on Recurring Transactions, check out the great articles below:

 

 

If you need further clarification on this, drop me a line here in the Community. I'm here to help.

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