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Level 1

Seems like an error in the system. Quickbook sent all our customer monthly payment with credit card. These customers already have ach setup.

 
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QuickBooks Team

Seems like an error in the system. Quickbook sent all our customer monthly payment with credit card. These customers already have ach setup.

Let's take a look at some factors and get QuickBooks to stop sending monthly credit card payments to customers, shai1.

 

QuickBooks Online will send customer monthly transactions if you've set up recurring credit card payments. You can verify this by checking your settings and edit it when needed. 

 

Let me show you how:

 

  1. Go to Settings ⚙ and select Recurring Transactions.
  2. Locate the template and click Edit under Action to open it.
  3. Review the details and click Save template when done.

I've added this article for additional information: Set up a recurring sales receipt.

 

Also, you can set up recurring sales receipts from your QuickBooks Payments account. Here's how:

  1. Sign in to your account, then go to Processing Tools.
  2. Select Create a Recurring Payment.
  3. Find the name of your customer in the search field. If it's a new customer, select Add New.
  4. Complete all the fields, then select Next.
  5. Verify all info and terms of the payment setup matches with the signed authorization form.
  6. Select Submit to save or Edit if you need to make changes.

You can use either of these two processes to take payments from customers. Just select one to prevent duplicate charges.

 

Feel free to leave a comment below if you need anything else. I'm always around whenever you have follow-up questions.

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