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I am currently using QuickBooks Online and have a question regarding the recurring invoice feature with Autopay.
Specifically, I'd like to know how the Autopay function responds when the "Include unbilled charges" option is used in a recurring invoice template, which could result in a varying invoice amount each cycle.
Will the Autopay feature automatically adjust to the new amount, or will it cancel the automatic payment setup if the invoice amount changes due to the inclusion of unbilled charges?
According to this article, any change in the total amount of a recurring invoice results in the cancellation of Autopay. I'm trying to understand the practicality of using the "Include unbilled charges" option, which could potentially change the invoice amount each cycle. Will using this option also lead to the cancellation of Autopay for those invoices?
Thanks!
I appreciate you clarifying things by adding a fresh post today, Luna. I want to clear things up with you about the Autopay feature.
The Autopay feature follows the amount on the recurring template. Yes. The feature won't work if the invoices include "unbilled charges" or the amounts are modified.
You can revisit this link for more hints about automatic payments for recurring invoices: Set up Autopay for recurring invoices in QuickBooks Online.
You may also explore the resources in this article to learn more about accepting electronic customer payments for online invoices and in-person sales: Take and process payments in QuickBooks Online with QuickBooks Payments.
I'd be glad to help you with any concerns you have about your invoices and payment entries. Just leave a comment below. Assistance is just a comment away.
Thank you Angelyn!
Is there any way to set up automatic payment for non-recurring (ad hoc) invoices in QBO?
Thank you for coming back to the Community, Luna Sun.
I'm here to help provide clarifications regarding your concern about setting up automatic payments for non-recurring invoices.
At this time, the functionality to use the Auto Pay feature for the entries stated above is unavailable. Our goal is to consistently deliver a product that our customers can rely on for their business.
I recommend sending a request about having the option to use the Auto Pay feature for a non-recurring invoice directly to our engineers. The inclusion of this feature will surely benefit numerous users and improve their working experience.
To send feedback:
Let's visit the QuickBooks Blog to learn the latest innovations rolled out by our product developers. There, you'll find the resources you need to start, run, and grow your business.
For future reference, I've added some links that cover topics about the funding time for your deposits, set the automatic reminder for invoices, as well as answers to frequently asked questions about payments:
Keep me posted if you have additional questions about the Auto Pay feature or concerns about how to handle sales-related transactions. I'll jump right back in to assist you further. Enjoy your day and stay safe, Luna Sun.
Businesses are too dynamic to think that autopay should be linked to one invoice amount for the life of the vendor/client relationship. You should have the ability to change the invoice and keep the automated payment. Asking your customer to restart the automation feature is annoying and is causing me to lose business.
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