cancel
Showing results for 
Search instead for 
Did you mean: 
ali2717
Level 1

Invoicing company offering 6 month free trial period

Hello,

 

I run a SAAS company. I am offering our customers 6 months free access to our premium features. I will then charge them a agreed upon rate on Feb 1, 2022. I am hoping to set it up so they have to input their payment details now, don't get charged and then the payment will be made automatically after the free trial period, unless they cancel subscription - the normal free trial protocol. However, I can't figure out how to do this using Quickbooks? Or if it is even possible? Any advice?

 

Thanks!

 

Ali

2 Comments 2
Fiat Lux - ASIA
Level 15

Invoicing company offering 6 month free trial period

You may need a 3rd party app to do so. How do you sell your service to prospects? Do you have a webstore or do you send a quotation to them? 

ChristieAnn
QuickBooks Team

Invoicing company offering 6 month free trial period

Hi there, ali2717.

 

Welcome to the QuickBooks Community. I'll share details to ensure you're able to enter transactions in QuickBooks Online accurately.

 

The only way to automatically charge your customer at a given interval is to create a recurring sales receipt. Then, you'll need to have the CC info of your customer and manually enter them when creating the recurring transaction. To start with, I suggest sending an invoice to your customer so they can begin entering their CC details. This is to make sure that the charges or payment is coming from the right person. Please note that you have the option to directly ask your customer about their CC information and enter them when you start recording a sales receipt.

 

Here's how to Set up a recurring sales receipt: 

 

  1. Go to the Gear icon ⚙ and choose Recurring transactions.
  2. Click the New button.
  3. Select the Transaction Type drop-down menu. Then, select Sales Receipt. Click OK.
  4. Enter a template name. This won’t appear on the transaction.
  5. From the Type drop-down menu, select Scheduled.
  6. Choose the customer’s name from the Customer ▼drop-down menu. Then, verify the email.
  7. You can select Automatically send emails to send notifications to your customer when you process their payment.
  8. Set the interval. Then, enter the start and end date.
  9. Select the Payment method drop-down and choose Credit card type or Check.
  10. Fill in the other necessary fields and hit Save template.

 

To see additional information, you can click this article: Set up a recurring sales receipt.

 

Please refer to this article to see different information on how the Sales page gives you a great at-a-glance view of the status of sales transactions, open invoices, and paid invoices: View sales transactions.

 

Please let me know if you have other questions about your sales transactions or any QuickBooks Online concern. Have a safe day ahead!

Need to get in touch?

Contact us