How can my client change their autopay payment method if they have a new credit card?

Hello there, graceatworkweb.

Rest assured that I'll be guiding you on how to change your client's autopay payment method in your QuickBooks Online.

Customers can update their payment information by selecting Manage Payment in the autopay confirmation email. Some credit cards will automatically update the expiry date with the new information. However, if the customer wishes to make the changes manually, they can cancel the autopay and set up a new autopay with the updated card details.

Moreover, your customers have the option to cancel the autopay, they can use the pause or delete actions on recurring invoices. Here's how:

1. Access Settings.
2. Then select Lists and choose Recurring Transactions. 
3. From there, they can locate the recurring invoice they want to pause.
4. Select either Pause or Delete from the Action column.

Alternatively, the customer can also cancel autopay from their confirmation email. To do this, they need to select Manage Payment in the confirmation email, sign in to their Intuit Account, and select Cancel Autopay. Also, please note, that individual payments cannot be canceled.

Moreover, I'm adding this helpful article as your reference on how to receive and record invoice payments also, accept electronic customer payments for online invoices and in-person sales: 

• Record invoice payments in QuickBooks Online
• Take and process payments in QuickBooks Online with QuickBooks Payments

Let me know whenever you have queries about QuickBooks autopay. We're always around to assist you further. Stay safe and well!

Similar issue, but my customer doesn't have the confirmation email - what are our options here? They owe for 3 previous months and haven't been able to update their payment details for autopay yet. She wants me to 'resend' the confirmation email, but I never sent one in the first place - I'm assuming it's automatic through QB. Thanks.

How can my customer update their autopay details if they don't have the confirmation email? Would this be the first email they received when autopay was originally set up? In this case, it was over 3 years ago. That email is long gone, and I don't what how to advise my customer. Help!

A confirmation email is sent whenever an Autopay transaction is successfully completed, PollyChrome. 

We also send a notification when a payment is declined. If the customer reports not receiving these emails, there's a good chance the notifications are ending up in their Spam folder. Please advise your customer to check their Spam folder to see if the emails are there.

Additionally, your customer can log in to their Intuit Account Manager to update their payment method. Here's a step-by-step guide to help them through the process:

1. Let them log in here: https://accounts.intuit.com/app/account-manager
2.  Proceed to the Payment methods tab.
3. Locate the old credit card and update the information.
4. Click Submit.

 Aside from that, you can also cancel the existing Autopay template. Then, create a new one so they can sign up with the updated card details. Here's what you need to do:

1. Go to the Gear or Settings ⚙ icon and select Recurring Transactions.
2. Locate the recurring invoice you want to cancel. 
3. Under the Action column,  select either Pause or Delete.

Then, follow the steps in this article on how to create a new recurring Autopay template: Set Up Autopay For Recurring Invoices In QuickBooks Online.

Feel free to refer to these articles if you need more information about recurring transactions and receiving online payments through QuickBooks Payments:

• Recurring Credit Card Payment FAQs
• Recording QuickBooks Payments Bank Deposits FAQs

Please don't hesitate to reach out to us again in the forum if you have any other questions or need further assistance with managing customer-related transactions or using QuickBooks for your business. We're available 24/7 to provide support and ensure your questions are addressed.