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CyberSpyder
Level 3

Recurring client payments

Where has the option for the client to save their payment information as a recurring payment on recurring invoices gone?

Previously, until a month or so ago, a client could tick/check a box that allowed them to save their payment method and amount on recurring invoices. As shown on the screenshot (personal/financial info redacted), it appears that there is no option to do that any longer.
A client alerted us to this and we are baffled. We even deleted their current recurring invoice and recreated a new one just in case there was a glitch somewhere, bt, as the screen shot shows, there isn't an option to be found, even after clicking the pay button.
Anyone have any ideas? Was this something that was dropped form QB's? Or just changed to a different location, etc.?

8 Comments 8
ChristineJoieR
QuickBooks Team

Recurring client payments

Let me help you sort things out, @cyber. We'll figure out what happens and why the option to save their payment information isn't available under the Recurring Transactions tab in QuickBooks Online.

 

We can try to call out the QuickBooks Payments support team so they can check if there's an update under the Recurring Transaction option. They can also see your account if bugs are running and provide possible solutions.

 

Here's how:

 

  1. Sign in to your QuickBooks Online company.
  2. Select Help (?) at the top right.
  3. Select or type Contact Us.
  4. Enter your concern, then select Let's Talk.
  5. Choose a way to connect with us:

 

Moreover, if you have other queries with merchant services subtopics, you can visit this page for more information: Merchant Services

 

Keep me posted if you need further assistance with your recurring transactions. I'll do my best to support you. 

CyberSpyder
Level 3

Recurring client payments

@ChristineJoieR - no offense to you, but we'd rather wait to see if anyone in the community has seen this or knows anything about it. Help support from the app, etc. is extremely frustrating as it takes telling the entire situation several times to maybe get the person to understand what you're asking about. Support through the app, etc. is nowhere near what it used to be. We've found a lot better support through the community of people actually using the software.

CyberSpyder
Level 3

Recurring client payments

Does anyone have any idea on this issue?
Is anyone else having this issue?

LeizylM
QuickBooks Team

Recurring client payments

Thanks for following up with us, CyberSpyder. I've got some additional information about this feature in QuickBooks Online.

 

I understand how important it is to save the payment information under the Recurring Transactions tab can be beneficial to you and your business. Please know that we're looking for an alternative way to offer this feature ongoing in the future.

 

I suggest sending feedback to our Product Development team. This helps us improve your experience and the features of the program. 

 

Here's how:

 

  1. Go to the Gear menu and then select Feedback.
  2. Type in your feature request in the description box.
  3. Once done, click on Next.
    Capture.PNG

 

Also, you may want to check out these articles as your reference in case you need to get a list of all your recurring transactions and check your most recent ones in QBO:

 

 

We always want to hear your suggestions as we continue developing the product as best for your business. Comment below if you have other concerns with QuickBooks. Take care always.

CyberSpyder
Level 3

Recurring client payments

@LeizyIM - this is not a feature request. This already exists in QBs.
For some reason, it isn't an option now for some clients to choose when paying an invoice online.
Is this option no longer available for our clients to choose when paying recurring invoices? Did QBs remove this option or is this just a programming mistake

LeizylM
QuickBooks Team

Recurring client payments

Hi there, CyberSpyder. I understand how important it is to save the payment information under the Recurring Transactions tab in QuickBooks Online (QBO). 

 

We are unable to confirm if this option is still accessible. I suggest contacting our Customer Care Team again to have this investigated. Also, they have the necessary tools to check your account and examine this functionality.

 

You can follow the steps provided by my colleague above on how to reach them. 

 

Please be reminded that our Support Team is available from 6:00 AM until 6:00 PM on weekdays, and from 6:00 AM till 3:00 PM  PT on Saturdays.

 

Let me know if you have any questions or clarifications about your recurring transactions. I'll keep an eye on this thread. Take care always.

CyberSpyder
Level 3

Recurring client payments

@LeizyIM - I'm here because no one can ever get correct and thorough information from Customers Support. It literally takes an hour of repeating yourself to maybe get them to understand the situation and what you're asking for. 

This whole situation is exactly an example of the customer support scenario. Everyone wants to share it down the road to someone else or another department. No one can ever provide an answer or even attempt to look into the issue. Huge failures in customer service that has only gotten worse over the last few years. We are not alone in seeing this. It would be extremely and very refreshing if someone provided any care and support for their clients which is what we're trying to do for our clients. 

CyberSpyder
Level 3

Recurring client payments

I do believe we may have fixed the issue or maybe your programmers have as this month's new recurring invoices have the option again.

What we did was to delete the old recurring invoice(s) and recreate it which, in our thoughts, would basically 'reset' the invoice(s) in the clients account. 

I also say it could be something that happened on your end as I've been asking about this for about a month and suddenly it works again. Either by my asking about it or from our 'resetting' the invoices.

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