Editing amounts of recurring payments

I’d be glad to discuss with you what the statement indicates when modifying the amounts in the recurring transaction, @tdc97.

The statement “Only prior to the first monthly cycle if items are used, otherwise at anytime if items are not used" implies that you can only modify the amount in your payment details if the items are used before the first monthly process. 

Therefore you’re correct. You can change the amount before the next billing period. Please know that payments that were already processed cannot be updated.

This article will provide complete instructions on how to modify, suspend, and track existing recurring payments in the program: Manage existing recurring payments.

Keep me in the loop if you have any other concerns or questions about your recurring payments. I’ll be around to assist you. Have a great day ahead!

Thanks for checking back.  When i go to edit it will not let me change the price or item.  Seems like I will have to go in suspend the current recurring payment and create a new one?  

Can you tell me the difference between setting up a recurring payment with an item vs just the amount? 

Yes, you can suspend the current recurring payment and create a new one, @tdc97. I'll gladly share more details about this below.

When you only want to make a one-time change to the amounts of your recurring payment, you can suspend it and create a new one. Then, resume it once you're ready. But if the update is permanent, you can delete the recurring payment and create a new one instead.

On the other hand, you can only set up a recurring payment with the amount, not with an item. Please see this article for the complete guide: Modify existing recurring payments.

Also, you may want to check out this article as your reference how long it takes to get customer payments in your bank account after you process them in QuickBooks: Find out when QuickBooks Payments deposits customer payments.

I'm all ears if you have other concerns about managing recurring payment transactions in QuickBooks Payments. You can drop a comment below, and I'll gladly help. Take care always, @tdc97.

I have a client that invoices a lot of people monthly.  The ITEM is the same, but the AMOUNTS DIFFER every month.  Is there a way to set up the automatic payment of the invoice with a credit or debit (already enabled) so that it will just charge the card for the amount of the invoice monthly?

I'm dedicated to shed some light on charging different amounts for recurring payments in QuickBooks Desktop (QBDT), @MG765.

Currently, QBDT doesn't support automatic recurring payment adjustments based on the invoice amount. However, you can manually modify the amount for recurring payments before the start of each monthly billing cycle.

To do that:

1. Go to Customers, select Credit Card Processing Activities, then Set Up Recurring Payments.
2. Click the customer's name to open payment details.
3. Navigate to the Amount section and make the desired changes.
4. Select Update Payment.

Learn more about recurring payments by reading this article: Modify existing recurring payments.

Additionally, you can notify your customers via email each time a recurring payment is processed. Doing so helps maintain transparency and keeps them updated on their payment status.

Please know you can always count on us if you need further assistance with recurring invoice payments. We're always committed to providing the support you need. Stay safe.