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CyberSpyder
Level 3

Client recurring payments

Where has the option for the client to save their payment information as a recurring payment on recurring invoices gone?

Previously, until a few months ago, a client could tick/check a box that allowed them to save their payment method and amount on recurring invoices. As shown on the screenshot (personal/financial info redacted), it appears that there is no option to do that any longer.
A client alerted us to this and we are baffled. We even deleted their current recurring invoice and recreated a new one just in case there was a glitch somewhere, bt, as the screen shot shows, there isn't an option to be found, even after clicking the pay button.
Anyone have any ideas? Was this something that was dropped form QB's? Or just changed to a different location, etc.?

2 Comments 2
JessT
Moderator

Client recurring payments

Hi CyberSpyder,

 

Thank you for reporting about the missing Save payment method for next time (sign in or create an account to save) box. I also appreciate your effort to do some initial steps to check this further. Let's get this sorted out.

 

If only one client is affected by the issue, you can let him do the basic browser troubleshooting steps. First, he can open the his email in a private or incognito window, and open the invoice to see if there's the box. If yes, he can clear the cached files of his browser.

 

Please know also that Autopay is not available for recurring invoices with daily interval or for amounts over $5,000.

 

If more than one clients is experiencing the issue, you'll want to contact our QuickBooks Payments team. That way, they can use more tools to have this investigated.

 

Please don't hesitate to reach back out if you need further assistance. We'll be happy to help you again!

CyberSpyder
Level 3

Client recurring payments

This issue has occurred on multiple clients in ,multiple browsers.

I do believe we may have fixed the issue or maybe your programmers have as this month's new recurring invoices have the option again.

What we did was to delete the old recurring invoice(s) and recreate it which, in our thoughts, would basically 'reset' the invoice(s) in the clients account. 

I also say it could be something that happened on your end as I've been asking about this for about a month and suddenly it works again. Either by my asking about it or from our 'resetting' the invoices.

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