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

Recurring payments

I signed up today for QBO after being told by the sales rep that it can do everything i need. Trying to switch from Wave.

 

Am i missing something, or is it not possible to send an invoice to a client, they click Pay, enter their card details and then they get charged every 30 days, automatically?

 

Everything i read involves having an authorization form signed and all kinds of hoops.

 

In wave i start a new recurring invoice, enter details, and after the client pays that first one it charges them that same amount, every month. No nonsense.

 

What am i missing? If QBO cant do this i guess ill stay with Wave.

3 Comments 3
MikeAPM
Level 1

Recurring payments

And now I just realized I can't accept AMEX?? I suppose I am canceling my subscription.

ChristieAnn
QuickBooks Team

Recurring payments

Hi there, MikeAPM.

 

Thank you for posting here in QuickBooks Community and for choosing QuickBooks Online as your new accounting software.

 

Yes, it is not possible to send an invoice to a client and have the option to click the Pay button to start entering their card details so they get charged every 30 days automatically. To do this, you'll need to make a recurring sales receipt in QuickBooks Online.

 

Here's how:

 

  1. Go to the Gear ⚙ icon and select Recurring transactions.
  2. Click the New button. Then, select the Transaction Type drop-down menu and choose Sales Receipt. Then, OK.
  3. Enter a template name. This won’t appear on the transaction.
  4. From the Type drop-down menu, select Scheduled. Choose the customer’s name from the Customer drop-down menu. Then, verify the email.
  5. Set the interval. For example, if you need a sales receipt every first day of the month, the interval is Monthly on day 1st of every 1 month. Then, enter the start and end date.
  6. Select the Payment method drop-down and choose Credit card type or Check.
  7. Enter the line for the product or service and amount.
  8. Hit Save template

 

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

 

On the other hand, you have the ability to accept American Express cards from the online service center. You can click this article to see further details: Add or remove AMEX credit card processing for a QuickBooks Payments account.

 

I'm also adding this article to further guide you in effectively managing your business using QBO: Help guide for QuickBooks Online. It contains topics about advanced accounting, banking, and payments to name a few.

 

Let me know if there's anything else you need help with. Know that I'm always here to help you anytime. Take care and keep safe!

MikeAPM
Level 1

Recurring payments

Thanks for the reply.

 

From what I understand though, I need the credit card information at the time I am making the receipt. Its not something the client can do remotely.

 

Thanks anyway, but this just isn't going to work. IDK why this is unsupported. Fairly basic stuff.

 

Mike

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us