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Level 1

We have clients on recurring monthly payments and need a simple way to manage expiring credit cards with reminders and a way to update a credit card?

 
2 Comments
QuickBooks Team

We have clients on recurring monthly payments and need a simple way to manage expiring credit cards with reminders and a way to update a credit card?

I'll be happy to share the details with you, support61.

 

Simply open the recurring sales receipt and click the credit card button below the Payment method section. Example: Visa xxxxxx8548. Then, click the pencil icon to edit the details. That will do it.

 

Having a reminder for cards about to expire is a great option. However, this is not available.

 

If you need anything else, please don't hesitate to go back to this thread. Have a good one!

Level 15

We have clients on recurring monthly payments and need a simple way to manage expiring credit cards with reminders and a way to update a credit card?

@support61 

Consider having a billing management app to integrate with your QBO. It has the functionality to allow a subscriber to securely update their payment information online. It also reminds the subscriber to update their expiring credit cards automatically.

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