Hi, promarket.
I'm here to guide you on how to set up the Autopay feature in QuickBooks Online (QBO).
To set up automatic payments for your customers, you'll need to enable Autopay. Before doing so, you'll need to have a Payments account first. Afterward, you may proceed with utilizing this for your transactions, make sure to set up recurring invoices by following these steps:
- Create your invoice, then select Create recurring invoice on the transaction. Or, you can create a recurring template through the Gear icon.
- Indicate the frequency interval, start date, and end date.
- Select Save template when done.
On the other hand, if you already have an existing template, you don't need to create one. Your customers can utilize the Autopay feature, by using the payment methods you've chosen on your invoice. Autopay is compatible with both card and ACH transactions.
You can delve further into this article for more detailed insights regarding the process: Set up Autopay for recurring invoices in QuickBooks Online. This resource will also guide you on how to help your customer set up Autopay as an alternative and check the autopay status of your customer.
Furthermore, if you come across declined payments in the future, refer to the solutions outlined in the following articles to address the problem:
If you have follow-up questions while setting up this feature, feel free to post them here in the comment section below. Rest assured that I am readily available to lend a helping hand and ensure a seamless experience. Enjoy your day ahead!
