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DIRTDIVASCLEANINGSERVICE
Level 1

If you invoice a customer, does their card save to file for future payments so we can charge their cards automatically for their appointments?

 
1 Comment 1
JamesDuanT
Moderator

If you invoice a customer, does their card save to file for future payments so we can charge their cards automatically for their appointments?

Yes, customers will have the option to setup Autopay and securely save their credit card information for future transactions, DIRTDIVASCLEANING SERVICE.

 

This feature allows the system to automatically charge the customer's credit card for recurring invoices. For detailed instructions, you can refer to this article: Set up Autopay for recurring invoices.
 

For regular (non-recurring) invoices, customers can save their payment method by signing in or creating an account. Here's how to do it from the customer's perspective:

 

  1. Open your email inbox and locate the electronic invoice sent to you.
  2. Click the Review and pay button to access the payment page in a new browser tab. 
  3. Select Sign in or create account.
  4. Enter your payment details and securely save the information.
  5. Complete the payment by clicking the Pay (amount) button.

 

Please note that these features will only appear after QuickBooks Payments has been set up and connected to QuickBooks Online.

 

If you need further assistance, don't hesitate to reach out to us.

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