Recurring Payments

I can share some details about setting up Autopay for recurring invoices in QuickBooks, @pfstx.

Autopay is available on pay-enabled recurring invoices. To prevent your customer from being charged on the day the invoice was created, let's make sure to configure the correct frequency interval, start date, and end date for the invoice.

Here's how: 

1. Create your invoice, then select Create recurring invoice on the transaction.
2. Or you can create a recurring template. 
3. Specify the frequency interval, start date, and end date of the recurring invoice. 
4. Once done, click Save template.

You can also check out this article to further understand how to set up automatic payments for recurring invoices: Set up Autopay for recurring invoices in QuickBooks Online.

Once done, make sure to create a recurring sales receipt. If the recurring transaction has been configured accurately, you will notice a credit card icon adjacent to the Sales Receipt.

Additionally, here's a resource you can look up to learn how to accept electronic customer payments for online invoices and in-person sales: Take and process payments in QuickBooks Online with QuickBooks Payments.

Keep me posted if you have further queries on how to set up Autopay for recurring invoices. I'll be more than happy to help.

Thank you for your response.  Everything is set up correctly, we have had several customers already set up on recurring and it has been good.  

My concern is that we have some recurring invoices going out to customers who are elderly and dont know how to use the email and autopay.  They have called me to give me permission to set it up on auto pay for them.  How do I do that for them so they dont have to figure out it on their computer or phone?  

Thanks for the prompt reply, @pfstx. I'm glad that your recurring transactions are already set up and it has been good. Allow me to chime in and help you set up an auto-pay for your client.

Since you already have permission to set up an autopay for your elderly clients, please keep in mind that you'll need to access their email, login credentials to their QuickBooks account, and credit card information when setting up the payment feature. I know it's been crucial on your part since it's their personal information that you need to add.

However, if they already agreed, you can proceed with setting up the Autopay feature. Your client receives the invoice email normally, and Autopay can only be set up for the full amount. If your customer edits the amount, then the Autopay option no longer displays.

Your customer needs their Intuit account to use autopay. If they don't have an Intuit account, they'll need to create a new login. To set up the auto pay follow, the steps below:

1. To set up Autopay, your customer opens your invoice and selects Set up autopay to enroll. 
2. Next, your customer will need to sign in using Intuit user ID (also used for TurboTax and Mint). 
3. Your customer makes sure the autopay checkbox shows as selected and displays the correct frequency and start date. 
4. Once everything looks good, your customer selects the Autopay button to pay the current invoice. 
   

Once done, they’ll receive a confirmation email that Autopay is set up. For complete details about the process, open this link:  Set up Autopay for recurring invoices in QuickBooks Online. It also contains steps on how to check the autopay status of your customer.

There are some things you need to know about processing recurring credit card payments in QBO. For more info check out this reference: Recurring Credit Card Payment FAQs.

Drop me a comment if you have more questions about paying invoices or the payment automation. I'll be here to help. Have a great day.

Got it, so there isn't an ability to do it within QuickBooks itself?  Login into their account doesn't seem like its the right thing to do.  When we were using square, we were able to toggle autopay for the customer within the portal. Of course they had to have saved the credit card they wanted to use already or asked us to input into the system for them.  

Thank you for your response.  So to make sure Im clear on this.  Once the recurring invoice is set, the customer has to set the autopay themselves in the QB system or we have to log into their account to do that for them as them. Am i correct? 

Thanks for getting back to this thread, @pfstx.

Giving and setting up an Autopay for your client is available within QuickBooks itself. 

Autopay is available for your customer if they use the payment methods you’ve selected on your invoice. Autopay works for both card and ACH transactions. 

That said, your customer has to set up the Autopay themselves. They will receive the invoice email normally, but now they have the option to set up Autopay. To do that, your customer needs their Intuit account to use autopay. If they don't have an Intuit account, they'll need to create a new login.

For more insights, you may read this article: Set up Autopay for recurring invoices in QuickBooks Online. It also includes the steps on how to check the autopay status of your customer.

I'm also sharing this link to learn how to send reminders to customers: Send invoice reminders automatically or manually in QuickBooks Online.

Keep me in the loop if you have further queries about setting up Autopay in QuickBooks. I'm around to help you. Stay safe!