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L3arn3r
Level 1

Setting Up Credit Card Payment

I’m trying to set up credit card payments for my clients, so that I can charge them without them having to enter their CC info each month. I’ve started this with only 1 client so far. I got them to fill out the bank authorization form, so I have all their info. I started by creating a “recurring sales receipt”, but I set it as “unscheduled” for now because the billing amount has been changing each month. I saved it as a template. Do I need to press “Use” in order to run this and process the credit card? I wasn’t sure, and I wanted to make sure I didn’t run their CC twice by accident. 

 

Or, do I need to open the template I’ve created and then press “save and send”?

 

Or would it be better to pay from the invoice payment link instead of using the recurring sales receipt method?

Solved
Best answer July 09, 2021

Best Answers
ReymondO
QuickBooks Team

Setting Up Credit Card Payment

Good day, @L3arn3r.

 

Since you've set your recurring sales as unscheduled, nothing will happen to this type of template until you choose to use it. Thus, you can either use your recurring template or the invoice payment link when charging your customers. 

 

Either of these methods will work for you since you're manually sending the transactions. Although, you can reach your accountant for further advice to avoid charging your clients twice.

 

I've also added some resources that you can use in managing your customer's payments in QuickBooks:
 

 

Let me know if you need further clarifications or questions. I'll be more than happy to answer them for you. Have a great day ahead.

View solution in original post

2 Comments 2
ReymondO
QuickBooks Team

Setting Up Credit Card Payment

Good day, @L3arn3r.

 

Since you've set your recurring sales as unscheduled, nothing will happen to this type of template until you choose to use it. Thus, you can either use your recurring template or the invoice payment link when charging your customers. 

 

Either of these methods will work for you since you're manually sending the transactions. Although, you can reach your accountant for further advice to avoid charging your clients twice.

 

I've also added some resources that you can use in managing your customer's payments in QuickBooks:
 

 

Let me know if you need further clarifications or questions. I'll be more than happy to answer them for you. Have a great day ahead.

View solution in original post

L3arn3r
Level 1

Setting Up Credit Card Payment

Thank you for your quick response and help!

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