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spanishteatime-g
Level 1

Creating automatic bills and making automatic charges

Can customer be given a link so that they can put their credit card or billing information that will allow me to then do automatic charges each month? I want to avoid having my clients give me their credit card info and me manually add it in the system. I rather they do that directly into the system and I can then use it to make automatic charges accordingly each month. 

2 Comments 2
RogelioL
QuickBooks Team

Creating automatic bills and making automatic charges

Hello there. I'm excited to have you here in the Community.

 

I can see how this feature would benefit you and your business. However, the option to give your customer a link so that they can put their credit card or billing information that will allow you to make automatic charges each month is not yet available in QuickBooks Online. 

 

On the other hand, you can send your customer a link to the invoice you're sending, wherein they will enter their credit card personally without you seeing their information. You can check out this article to see the video and learn how to do it: How to use payment links in QuickBooks Online.

 

Additionally, I've uploaded a screenshot on what your customer will receive.

 

Furthermore, you can also check this article if you want to create recurring transactions and enter their credit card or billing information manually: Create recurring transactions in QuickBooks Online.

 

Feel free to reach out if you have or need further assistance with sending a link to your customers or QuickBooks. It's always our pleasure to help you out. Keep safe. 

4Gal
Level 10

Creating automatic bills and making automatic charges

@spanishteatime-g 

QB Payment doesn't have yet the payment portal feature. Consider having a 3rd party payment processor to integrate with QB.

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