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kevin204
Level 1

I have customers that pay every week on recurring payments but two of them go skipped this week. How do I pause there transaction

how to edit recurring payments for customers?

4 Comments 4
Jelayca V
QuickBooks Team

I have customers that pay every week on recurring payments but two of them go skipped this week. How do I pause there transaction

I've got your back, @kevin204. Let’s pause the recurring transactions template on the Recurring Transactions page to temporarily halt payments for your customers.

 

Here's how you can do it:

 

  1. Navigate to the Gear icon, then Recurring Transactions.
  2. Locate the recurring or scheduled transaction.
  3. Click the Edit dropdown under the Action column.
  4. Select Pause.

 

On top of that, you can click on the Manage recurring payments hyperlink and hit View/Edit to make necessary changes to the Start and End dates, as well as the Repeat settings of the transaction.

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When you’re ready to send them out again, change the status back to Resume. Additional details about managing scheduled and recurring customer payments can also be found here: Common Autopay Questions.

 

To further enhance your QuickBooks experience, our QuickBooks Live Expert Assisted team can guide you on best practices for managing recurring transactions and payments.

 

Please know that I’m always here to help if you have further questions while working in QuickBooks.

kevin204
Level 1

I have customers that pay every week on recurring payments but two of them go skipped this week. How do I pause there transaction

This drop down is not an option on recurring payments. Only options I have on the arrow is share link. Other options I have are to cancel it completely. Is there a way to add a pause button or anything 

kevin204
Level 1

I have customers that pay every week on recurring payments but two of them go skipped this week. How do I pause there transaction

Not an option on recurring payments. All I have is share link or cancel recurring payment 

MsNorthPND1881
QuickBooks Team

I have customers that pay every week on recurring payments but two of them go skipped this week. How do I pause there transaction

I understand the urgency of resolving the issue with the option of recurring payments, Kevin204.

 

The only option is to cancel the recurring payment and have the customer sign up again. Keep in mind that customers can also cancel recurring payments on their end. Here are the steps to modify recurring payments:

 

  1. Click the customer name to view details.
  2. Locate the section that contains the information you want and click that section's Edit link.

 

For more details, you can check this article to make changes directly within the list: Modify recurring payments.

 

Also, if you're referring to editing your recurring payments. You can follow my colleague, who has already responded to this matter in a separate thread. Kindly follow this link to view the response: https://quickbooks.intuit.com/learn-support/en-us/other-questions/re-i-have-customers-that-are-on-re...

 

We remain available in the Community should you have any updates regarding the option on recurring payments. 

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