Customers setting up autopay

@heavenlyrhythm   You might want to add some detail, and maybe a question.  Otherwise, no one knows what it is you need. 

Hi, heavenlyrhythm. Allow me to provide some insights regarding the Autopay feature in QuickBooks Online (QBO).

Autopay is available on pay-enabled recurring invoices. If you need help utilizing the Autopay feature for your transactions, make sure to set up recurring invoices by following these steps:

1. Create your invoice, then select Create recurring invoice on the transaction. Or, you can create a recurring template through the Gear icon.
2. Indicate the frequency interval, start date, and end date.
3. Select Save template when done.

If you already have an existing template, you don't need to create one. Your customers can access Autopay by using the payment methods you've chosen on your invoice. Autopay works for both card and ACH transactions.

Your customers will keep getting their invoice email as usual, and now they can set up Autopay. To do this, they need an Intuit account. If they don't have one, they should create a new login.

To setup Autopay:

1. Customer can open the invoice and select Set up autopay to enroll.
2. The customer will need to sign in using Intuit user ID (also used for TurboTax and Mint). 
3. Your customer should ensure that the autopay checkbox is selected and shows the right frequency and start date.
4. Once everything looks good, your customer selects the Autopay button to pay the current invoice. They’ll receive a confirmation email that Autopay is set up.

 You can run through the details from this article to gain a deeper understanding of the process: Set up Autopay for recurring invoices in QuickBooks Online. The same link will guide you on how to check the autopay status of your customer.

If you encounter declined payments in the future, use the solutions provided in these articles to fix the issue: 

• Fix customer's declined credit card payments
• Fix rejected ACH payments or fees in QuickBooks Payments

Please let me know in the comment section below if you have follow-up questions while setting up Autopay for your invoices. I'm just a few clicks away to help you again. Have a good one!

Is Autopay available in Canada? I followed all the steps - sent a recurring invoice to myself as a test, and there is no autopay option for the customer.

I can see the benefit of having auto-pay as an option on your invoices so you can get paid faster and automatically, Charmaine.

The Auto feature is only available in the QuickBooks Online (QBO) US version. I recommend taking advantage of the recurring receipts function. This allows you to automatically charge your customer's card at a date that you set up on your end. Here's a helpful article that provides more info about how to set it up in the QBO Canada version: Create recurring transactions in QuickBooks Online. The article does a great job of showing you how to use and enter a recurring entry in QuickBooks. 

In the QBO US version, we can enable Autopay by needing a QuickBooks Payments account. The Autopay feature is available on pay-enabled recurring invoices.

If you already have a recurring invoice setup, you don’t need to create a new one. Autopay is available for your customers if they use the payment methods you’ve selected on your invoice. Autopay works for both card and ACH transactions. Then, follow Step 2 in this article to finish the process: Set up Autopay for recurring invoices in QuickBooks Online. 

I've additionally included a detailed resource about working with recurring payments that may come in handy moving forward: Recurring Credit Card Payment FAQs.

Feel free to inform me of any other issues regarding customer transactions. I'm here and ready to assist. You have a good one. 

We need to setup auto pay for the customers. The invoices may change and could be over 50k. Can you please provide the process so we can set this up on our end and provide precise information to our clients?

Thanks

It's nice to see you join the thread, Doctome! Let me ensure you receive the right information on setting up the Autopay feature for your clients in QuickBooks Online (QBO).

Please note that the autopay feature is only available on pay-enabled recurring invoices. This means that the feature follows the amount on the recurring invoice template and won't work if the amounts are modified or if the invoices are non-recurring. 

In this case, since your customers' invoices can change from time to time, we can integrate a third-party app with QBO instead. You can explore the QuickBooks Apps Store for available options. Here's how you can find an app:

1. On the left menu, select Apps.
2. Go to the Find apps tab.
3. And then enter the app name in the search bar or select the Browse category ▼ dropdown menu to check out different apps.

I'll be including these helpful articles for an in-depth explanation of this process:

• Set up Autopay for recurring invoices in QuickBooks Online
• Receive and process payments in QuickBooks Online with QuickBooks Payments

These articles also provide great information on what to do in case you encounter issues with receiving your customer's payments. Check them out anytime:

• Fix customers declined credit card payments
• Fix rejected ACH payments or fees in QuickBooks Payments

This thread is always open to provide you with more assistance on automatic payment concerns. I'll be a comment away to assist you further. Have a great day, Doctome.

First of all, Thank you so much for providing this detail. I have two questions for you. Does a recurring invoice mean the same amount of money? and if so, in my case it won't be the same numbers each time. Also, can this number be over $50,000?

Regards,

Yes, doctome. A recurring invoice in QuickBooks Online (QBO) means automatically charging customers the same amount regularly. I'll provide more details regarding your queries.

Please note that the Autopay feature is exclusively applicable to recurring invoices. If they don't have consistent amounts, you won't be able to set up Autopay for them. Moreover, they can't exceed $50,000 because recurring invoices with a daily interval or totaling over $5,000 aren't eligible to use this feature.

That said, you can process the transaction as a regular pay-enabled invoice. Since QB Payments is subject to eligibility and each account is unique, I recommend contacting our support team to determine your specific limit. This proactive step ensures you can process and take customer payments efficiently without encountering roadblocks.

You can also run transaction reports to track your sales within the program.

If you want to print your invoices to get physical copies, check out this article for guidance: Email or print multiple sales forms in QuickBooks Online.

I'll be here if you've got additional queries regarding sales-related activities. You're always welcome to tag my name in your comments. I'm available 24/7 to respond promptly.

Hi QB team,

Can we set up something in QB and provide a link to the customer to enter their ACH information and authorize us for AutoPay like other vendors ( such as Xfinity) do? This option should not have a limit.

Regards,

Sending AutoPay authorization link to enter their information is currently unavailable in QuickBooks Online (QBO), Doc.

Rest assured that the Product Development Team is constantly enhancing the program. They continue introducing new features, interfaces, or other improvements to cater to the users' business needs.

I encourage sharing your request about having this functionality while receiving invoice payments in QBO. You can follow the steps on how to submit it:

1. Log in to your QuickBooks account.
2. Go to the Gear icon and select Feedback.
3. Enter your suggestions in the designated field.
4. Once done, click Next to submit.

You may track the status of your request through this link: QuickBooks Online - Customer Feedback.

Additionally, QuickBooks Online allows you to remind customers about invoice due dates. It'll help receive and track the payment on time.

You can always get back on this thread if you need assistance receiving payments or handling a customer credit or overpayment. My team and I are ready to help you out.

The autopay option for ACH payments was available back in June; we had customers who set it up at that time. Since then we've been told my Quickbooks support that there is a "technical issue". Not having this option is very inconvenient and our customers are not happy. And it's so hard to get any answers as to when this issue will be resolved. It's very disappointing that a platform this big doesn't have this option working.

100%! I have also contact customer support and have had to literally show them their own support forums so they would even understand the problem. This is a huge concern and inconvenience. My business invoices that same 100 businesses the same monthly rate, so losing autopay was devestating. I was told there is no timeline for this to be fixed.

Hello, can you enter the credit card info yourself if you have it for the autopay?

Welcome to the Community, Xs32.

For security reasons, QuickBooks Online does not allow users to enter a customer's credit card information for autopay. Instead, customers are encouraged to securely input their credit card details through a dedicated payment link or the customer portal.

This process ensures all credit card information is handled securely and complies with industry payment standards.

To gain more insights into this feature, please refer to the video or article: Set up Autopay for recurring invoices in QuickBooks Online. This resource will guide you through the steps to enable autopay for recurring invoices.

Additionally, you may find these resources helpful for managing your payments effectively in QuickBooks. Ensuring your accounting records are always up to date and maintain financial accuracy:

• Record invoice payments in QuickBooks Online
• Automatically match QuickBooks Online product transactions

Furthermore, you may want to explore QuickBooks Live Bookkeeping to streamline your accounting processes, ensure accuracy in your financial records, and provide expert support, allowing you to focus more on growing your business.

It was great helping you understand our payment security measures. If you need further assistance setting up autopay or have any other questions, our support team is just a message away, and we'll be happy to help you.

it doesn't allow you to PICK THE PAYMENT DATE for auto pay...why not? also, I can't open the invoice for the payment to print it out.