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Level 1

credit card payments

How do I set up a customer with a balance to have their credit card charged monthly a recurring payment until his invoice is fully paid.?

2 Comments 2
QuickBooks Team

credit card payments

Hello there, @toddglickfield.


Thank you for posting here in the Community. I'm here to help share information about paying invoices through credit card payments.


If you're using QuickBooks Payments for your invoices, it doesn't allow you to charge the partial amount of the invoice created, however, it will take the full amount of the invoice.


If you wish to charge your customer a specific amount monthly, you can create an invoice with a certain amount for a month and create another invoice for the next month.


To learn more about processing credit card payment, you can check this article: Process a credit card payment. You can also get in touch with our QuickBooks Payments Support for additional assistance.


Please know that I'm always here to help you, feel free to add a comment below if you have any other questions about invoices. Have a great day ahead!

Malcolm Ziman
Level 10

credit card payments

2 recurring transactions on same schedule:

1. recurring Sales Receipt, where you select QB Payments as the payment type, to automatically charge the customer, assuming you use QBO Payments.  This increases your bank balance and increases whatever the linked income account is for the Item used in the Sales Receipt, say Sales

2. recurring Journal Entry: debit Sales (or whatever the account is in (1) ), credit Accounts Receivable/Customer.  This reduces the customer's balance

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