How do I see which customers have set up autopay?

I'm here to help you, @LFacctg. We can run a Customer Contact List Report as a workaround to identify the customers on autopay. I'll outline the steps for you below, along with some recommendations to help you create the report quickly and efficiently. 

Before we proceed, I want to ensure that we thoroughly investigate the issue with the missing Autopay Scheduled status in the Invoice Activity Tracker. To accomplish this, I recommend reaching out to our Live Support Team. They can assist you further via a screensharing session, allowing them to better understand the situation and provide targeted solutions.

Here's how:

1. Select the Help (?) icon.
2. Navigate to the Assistant tab and enter your question. Alternatively, you can use the Search tab, and type in a keyword related to your concern to activate the Contact Us button.

Please know that for Plus, Essentials, and Simple Start subscribers, support is available Monday through Friday from 6 AM to 6 PM PT and on Saturday from 6 AM to 3 PM PT. Advanced subscribers can contact support at any time.

Since the Autopay Scheduled status isn't accessible on your end, we can create a new customer type and label it as "Autopay." Then, we will tag your customers who use the autopay method with this classification. After that, we'll generate a Customer Contact List Report and customize it to display all your autopay customers.


Create a Customer Type

1. Start by navigating to the Customers & Leads menu.
2. In the Customers section, look for the option that says Customer Types and select it.
3. Click on the New customer type button. This will allow you to create a new type for your customers. You can name it "Autopay" to easily identify customers who use that payment method.
   
4. Hit Save.
   
   

Apply the Customer type to your customers

1. Go back to the Customers section and look for the customer who uses the autopay method.
   
2. Click on Edit.
3. Under the Additional Info, choose the new customer type (Autopay) from the Customer type drop-down.
4. Save to assign the new customer type.
   
   
    

Run a Contact List Report

1. Go to the Reports menu and search Customer Contact List Report.
2. Customize the columns.
   
   
    
3. Check the box for Customer Type.
   
   
4. Untick unnecessary columns to easily see the customer type.
   
   
5. Run the report.
   
   

In addition to this, if you want to inform your customers about any outstanding balances or invoices, you have the option to send them statements. This is a great way to keep your customers updated on their financial status. To learn more about it, visit this resource: Create and send customer statements in QuickBooks Online.

I'd love to assist you with any questions or concerns you might have about managing payments or reports related to your customers and sales forms. Please don't hesitate to reach out. I'm always here to help. Wishing you a great day ahead!

I’ll add feedback to QBO as well, but why can’t this be in the clients profile? Or be an icon on the recurring transactions page that shows a customer is on autopay?

Currently, QuickBooks Online displays the Autopay indicator on invoices only when they are created using a Scheduled recurring template, DesertIslandPools.

To check this status, you can access the View activity drawer by following these steps:
 

1. Navigate to My apps in the left-hand menu and hover over Sales & Get Paid.
   
   
2. Click Invoices, then locate the invoice in question.
3. Select the drop-down arrow next to View/Edit | Print for the invoice.
4. Click View Activity.

If the Autopay indicator does not appear in the invoice activity, we recommend contacting our Live Support Team. They can assist in identifying the issue and provide troubleshooting steps to resolve it.

Adding an Autopay indicator to the customer's profile is a valuable suggestion that would enhance customization options for your business needs. You can share this idea with our product development team by submitting feedback:

1. Click the Settings (gear icon) in the upper-right corner.
2. Under the PROFILE section, select Feedback.
3. Write your suggestions or requests in the Feedback box.
4. Click Next to submit your input.

Please don't hesitate to comment below if you have any additional questions or concerns. We're always here to help.