Setting up autopay at the customer account level in QB online

Utilizing Autopay helps process payments automatically, CredentialingConsultants of Fl. I'm here to share details and help you auto-deduct the funds.

QuickBooks Online lets you set up automatic payments for recurring invoices with Autopay. However, you can't modify the transactions you set up to recur. Once you edit any of the fields mentioned below, the Autopay will be canceled:

• Total amount
• Frequency
• Terms
• Payment options
• Email address
• Customer name

Since your invoices have inconsistent amounts, I recommend using a sales receipt. It'll automatically charge the customer without manually paying the transaction.

1. Go to the Gear icon and select Recurring transactions.
2. Click New.
3. Select Sales Receipt in the Transaction Type drop-down menu, then click OK.
4. Enter a template name.
5. From the Type drop-down menu, choose Scheduled.
6. Choose the customer, then verify the email.
7. Set the interval, then enter the start and end date.
8. Add the payment method and then Save template.

For more information about the process, please see this article: Set up a recurring sales receipt.

Alternatively, you can also create a regular pay-enabled invoice instead. However, the customer will pay for the entry manually.

Finally, I've added this article to help you check when QuickBooks deposits customer payments into your bank account to ensure you receive the payment on time: Deposit speeds.

Please don’t hesitate to leave a message below if you have other questions or concerns about setting up auto payment. I’m always here, ready to help you out.

Thank you.  I will give it a shot and let you know how it goes.

Hi, I went in to set up this process and noticed a hiccup.  This is based on the frequency of paying all outstanding invoices daily, weekly, monthly, yearly, etc.  I'm looking for a way to set these up based on each invoice's due date.  There are times a customer has multiple invoices during the month.  Each are Net 10.

My original response didn't post.  The options show as daily, weekly, monthly, yearly on a set day.  We have customers who are billed multiple times during the month, with Net 10 on each invoice.  Is there a way to set it up at the account level for invoice due date(s)?

Thanks for returning to this thread. I can provide additional information about the autopay based on due dates for your customer's invoices in QuickBooks Online (QBO).

Autopay for invoices based on each due date at the customer account level is unavailable. I'd recommend sending feedback to our product developers so they'll consider adding this feature in future updates.

Here's how:

1. Sign in to your QBO account.
2. Go to the Settings icon and select Feedback.
3. Enter your product comments and suggestions.
4. Click Next to submit.

Our Product Development team will receive your valuable feedback, which will help improve customer experience. You can visit this website to track your feature request: QBO Feature Requests.

In the meantime, let's utilize the pay-enabled for invoices so your customers can make online payments.

Furthermore, you can use this article to generate aging reports to get an overview of your customers' outstanding balances and amounts on due: Run an accounts receivable aging report.

We're looking forward to your desired feature about autopay based on due dates at the customer account level. If you still have questions or concerns, feel free to comment below.

To Clarify - Currently, recurring transactions for autopay are available in QBO, allowing your customers to pay their invoices automatically at regular intervals.

This functionality is not based on due date either, right?

I will submit this recommendation and look at the other options.  Unfortunately, we will need to manually handle "automatic payments" based on due date.

Thank you!

Yes, you're correct, CredentialingConsultants of Fl.

The recurring transactions with the autopay feature aren't based on due dates. Instead, it relies on the schedule set when creating the recurring invoice.

After a customer enables autopay, payments are processed according to the following set interval:

• Three days before the invoice due date
• Immediately if it's less than three days. If an invoice is due on receipt 
• At the moment of invoice creation by the recurring template, if the invoice is marked as due on receipt

For more details about this feature, please see this article: Set up Autopay for recurring invoices in QuickBooks Online.

Meanwhile, I suggest looking for a third-party application that offers this functionality in our QuickBooks Apps Store. Then, integrate the app into QuickBooks Online.

Rest assured that the Product Development Team is continually enhancing QuickBooks Online. With this, submitting a feature request to inform the team about the advantages of establishing the interval at the account level for invoice due dates will help us improve the user experience and address specific needs within the program.

Additionally, I've added this article to help you gently remind customers about invoice due dates to ensure they pay you on time: Send invoice reminders automatically or manually in QuickBooks Online.

I'm always ready to help if you still have other questions about notifying your customers about due dates, creating invoices, and receiving payments. You can reply to this thread or start a new one to let me know.

Hi Charlene,

Unfortunately, our billing isn't a set amount each month so this option wouldn't work.  Thank you for your assistance and feedback.