Recurring invoice query. Online payment option selection from original invoice is not being replicated on the recurring invoice I have set up for the same customer.

Hi there, benwelch2.

Welcome to the Intuit Community. Thank you for providing such detailed information, it gives me a helpful overview of the issue.

I want to make sure you can see the radio button to let customers make payments when sending a recurring invoice.

I’ve checked my resources and didn’t find any reports about the missing button for online payments. To see if the issue is with the template, try to delete and recreate it.

Here’s how to delete:

1. Go to the Gear icon at the top, then select Recurring Transactions.
2. Choose the recurring invoice you’re working on.
3. Under the Action Column, click on the drop-down for Edit and select Delete.
4. Click on Yes.

Then, create a new recurring template. I’ll guide you through the step by step process.

1. Go to the Gear icon at the top, then select Recurring Transactions.
2. Click on the New button in the upper right hand.
3. In the Select Transaction Type window, select Invoice.
4. Click on OK.
5. On the Recurring Invoice page, choose a Type: Scheduled, unscheduled or reminder.
6. Fill in the necessary fields.
7. Under the Online Payment section, select the checkboxes for Card and Bank Transfer.
8. Choose Save template.

For more in-depth information, check out this article: Create templates for recurring transactions.

After creating the template, you can now start sending it to your customers.

These steps should get you pointed in the right direction.

Keep me posted on how this goes after following these steps. I'll be right here to assist you further.

Thanks for the speedy reply!

Hi again.  After I create an invoice for a new customer for this first time, I click the 'create recurring invoice' link at the bottom centre of the invoice creation screen.  That takes me to a page that is the recurring invoice creation page.  This recurring invoice creation page displays the radio button for ''Let customer make payment". 

Q1. What is the purpose of this button?

Q2. Does not clicking it mean that a customer won't be able pay the invoice??

I have never clicked this radio button on any of my recurring invoices when creating them.  But my customers have been able to make payments to me.  

Q3.  How are customers able to pay me when I haven't been selecting this radio  button previously?

Q4. How does clicking this radio button affect if my customers will be able to pay via online payment method or bank transfer?  

Sorry, I'm really confused - but appreciate your help!

Thanks for getting back to us, @benwelch2. 

I appreciate you contacting our support team to help manage your recurring customer payments. 

It's possible the phone business hours are off when you tried contacting us. We are available from 8:00am - 8:00pm GMT, Mondays to Fridays.

The purpose of the "Let customer make payment" button is to give your customer an option to select their preferred payment methods. Whether you clicked the button or not, your customer will still be able to pay your invoice. If you select it, they will have the payment link when you send the recurring invoices email. If not, you can still choose the payment method either online payment or bank transfer. 

For more information about recurring transactions, here are the helpful articles you can check out: 

• Set Up a Recurring Invoice for Customers
• Manage Recurring Transactions

The information above will clear your confusions about creating recurring invoices, @benwelch2. 

I'll be right here if you have other concerns. Have an awesome day!

Hi @benwelch2 

I'm having the same problem with the card payment link deactivating on recurring invoices for customers. I used the online chat with the support team. At first they said it should work, then they said it doesn't work and I should send in a developer request. Have you managed to get this working? This is really frustrating me...thanks Sean.

Hi Sean, thanks for joining this thread - are you using the Go Cardless integration, and does the app show as active under the Apps > My Apps tab on QuickBooks? 

We're not aware of any current issues receiving payments with GC, so we may need to take a closer look at this for you :)

No the Go Cardless integration works very well. The payment link for credit card payment is deactivated when using recurring invoices. For months I kept regenerating these for customers when I thought I was getting something wrong but now I'm told that this never worked. All the promotion about the slick PayPal link for quick invoice payment does not mention that this will not work for recurring Invoices. Why?