Unable to set Up Auto Payment With Quickbooks Online

Hello there, Pirate_tat87. Let me discuss some insights and information for your client to set up the Autopay feature in QuickBooks Online (QBO).

Before we proceed, have you sent the invoice to your clients? If so, did they encounter any specific errors?

By default, your clients receive the invoice email and the option to set up Autopay. To enroll, your client must have an Intuit account to utilize Autopay. If they do not already have an Intuit account, they are required to create a new login. Please check out the following details below:

1. To set up Autopay, your customer or client opens your invoice and selects Set up Autopay to re-enroll. 
2. Next, your customer must sign in using Intuit user ID (also used for TurboTax and Mint). 
3. Your customer must ensure the autopay checkbox shows as selected and displays the correct frequency and start date. 
4. Once everything looks good, your customer selects the Autopay button to pay the current invoice. A confirmation email will be sent to them, acknowledging that the Autopay setup is complete.

For comprehensive information on the process, I recommend reviewing this article: Set up Autopay for recurring invoices in QuickBooks Online.

You may also find this article beneficial for further information on how to email or print multiple invoices, sales receipts, and estimates in QuickBooks: Email or print multiple sales forms in QuickBooks Online.

Please tag my name in your reply on the Community forum for further inquiries about payments-related concerns in QuickBooks. I'm more than willing to assist you further. Have a pleasant day!

I have tested this by sending an invoice to me as a client, I have my own separate quickbooks account to test with, but when I receive the email for the payment, there is nothing on the email or the payment page that says setup auto pay that's my problem. 

Setting up auto payment when emailing an invoice to your customer is essential, Pirate_tat87. I can direct you to our support team to resolve the missing Auto-pay option on your invoice.

We've received similar reports from customers who can't set up Auto Pay when they receive an E-Invoice. If you haven't, I'd recommend contacting our support team to have your name added to the affected users and receive emails with updates on the case. Here's how:

1. Log in to your QBO account.
2. Select the Help button at the top right corner.
3. Go to the Search tab, then select Contact Us.
4. Enter a summary of your concern, then click Continue.
5. Choose a way to connect with us. You can either choose Chat with us or Have us call you.

Additionally, you can visit this article about payment processes in QBO:

• Fix customer's declined credit card payments
• Fix rejected ACH payments or fees in QuickBooks Payments

Please stay in touch if there's anything else I can do to help you set up auto payment. We're always here 24/7.

Sadly not only is the phone customer service, but also the chat support service unavailable so won't be able to go that route till Monday

The contact support has a designated available time, @Pirate_tat87. I'll share it with you.

Our support has a specific time for assisting the customers. To see the correct time for messaging or contacting them, I suggest looking out at this reference and seeing the time frame for the QuickBooks Online with Payments & Merchant Service Center: Contact Payments Support.

Additionally, if a customer pays more than the intended amount, you can have a refund to them. To understand this process thoroughly, read this QBO article: Void or refund customer payments in QuickBooks Online.

When managing your business using QBO, remember that you can always reach out for assistance. The Community forum is available 24/7 to help you out.