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cwspringshoa
Level 2

Autopay - how to not have it collect the payment 3 days early

Hi there,  Long-time desktop user and hating transition to Quickbooks Online

 

I am trying to get all my autopay customers setup again as they don't transfer in the conversion. I read the online help from Intuit and i understand it.  All my invoices are due on the 1st of the month.  The instructions (link below) state "Auto payments deduct from your customer 3 days before the due date of the invoice"  I do not want this to happen. Is there a way I can change this or the client can change it when they complete their enrollment?  I spent 90 minutes on support chat and gave up.  Why would i want to penalize a client who sets up auto pay by pulling the money 3 days before it is actually due?

 

https://quickbooks.intuit.com/learn-support/en-us/help-article/invoicing/set-autopay-recurring-invoi...

3 Comments 3
GebelAlainaM
QuickBooks Team

Autopay - how to not have it collect the payment 3 days early

It's nice to meet you, @cwspringshoa. Having you here in the Community forum is a great pleasure for us to assist you with your concern. Also, thank you for your time and effort in handling this matter. We understand how challenging this is for you. We'll ensure you get the information you need with the Autopay feature in QuickBooks.

 

We understand the importance of fixing this issue as soon as possible, so you'll get back to business using our program, cwspringshoa. 

 

In this case, the auto payments were deducted from your customer three days before the due date because of the funding time to your bank. That way, the money will get deposited or posted to your bank the same day as your due date that's why it deducts three days before the due date.

 

The option to remove this process is currently unavailable. However, you can adjust the due date of your invoice so it will deduct on the specific date you want. Please be aware that if you make changes to the recurring template, it will cancel the auto pay that your customer set up. They will receive a cancelation email for future Autopay transactions. 

 

You can only edit recurring transactions if your customer hasn't set up the auto-pay feature. Either way, you can delete or pause recurring transactions, and your customer can cancel the auto-pay by selecting the Manage payment link. You can go to the Can Autopay be canceled? section in this article for more details about the process: Set up Autopay for recurring invoices in QuickBooks Online.

 

Additionally, we'll include this article on accepting electronic customer payments for online invoices and in-person sales: Take and process payments in QuickBooks Online with QuickBooks Payments.

 

Furthermore, we'll share the following links that can help you in the future:

 

 

Please post again here in the Community forum if you have clarification about the information shared above or other queries regarding QuickBooks. We'll always be here for you, @cwspringshoa. Have a great day ahead!

cwspringshoa
Level 2

Autopay - how to not have it collect the payment 3 days early

thank you for the straightforward answer and offering a work around possibility.  I wish the support team at Intuit online was as knowledgable and didn't wast 85 minutes of my time giving incorrect and useless info

SarahannC
Moderator

Autopay - how to not have it collect the payment 3 days early

Thank you for revisiting this conversation, cwspringshoa.

We're glad that my colleague was able to provide the details you need. If you have any further questions or concerns, please don't hesitate to reach out. We're committed to ensuring a smooth and efficient experience for you.

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