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RYT
Experienced Member

Hi I am looking for a option through Quick books Intuit that allows automatic receipts after a credit card transaction? I had it previously with authorize.net

 
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Moderator

Re: Hi I am looking for a option through Quick books Intuit that allows automatic receipts after ...

Welcome to the Community, RYT.

 

I'm happy to inform you that our QuickBooks Payments lets you create a recurring sales receipt for monthly charges and sends an automatic receipt to your customers. This feature is flexible and a great way to manage renewals.

 

Before doing so, please know that Visa and MasterCard guidelines require you to have a written authorization from customers.

 

Here are the steps to create a recurring sales receipt:

  1. Sign up to Payments and connect it with your QuickBooks Online (QBO) account.
  2. Go to the Gear icon and select Recurring Transactions. Then, click on New.
  3. From the Transaction Type drop down, choose Sales Receipt and click on OK.
  4. Enter the name for the template. This helps identify what the template is for (this won't be seen on the transaction). From the Type drop-down, select Scheduled.
  5. Choose the customer’s name and verify the email that populates.
  6. Mark to select the Automatically send email checkbox in the Options section.
  7. Input all the information needed for the schedule and make sure to choose Credit card from the Payment method drop down.
  8. Then, click on Save template once you're done.

For further guidance, you can refer to this article: Create templates for recurring transactions.

 

You can also learn more about this feature through these links:

This will get you moving a bit more efficiently. Please let me know if you have further questions. I'll do everything I can to answer them.