How to add recurring payment option

Let's make sure you'll be able to set up a recurring payment in QuickBooks Online (QBO), tomo360.

Normally, recurring payments happen when a business automatically charges a customer on a set schedule. To set this up, you can simply follow the steps below: 

1. Click + New and choose sales receipt.
2. Select the customer you want to bill automatically.
3. Select the product or service you want to bill them for on an ongoing basis.
4. Choose a credit card as the payment method and enter the customer’s payment details.
5. Choose Make Recurring and enter a name for your template.
6. Choose Scheduled under the template type.
7. Enter the interval you’ll use as that customer’s payment schedule (such as weekly or monthly).
8. Enter the start date for automatic billing. Enter how many times you want to charge your customer on that recurring billing schedule.
9. Click Save. Make sure to let customers sign the authorization form to give you permission to automatically charge their credit card.

Please see this article for detailed steps and information: How To Use Recurring Payments For Automated Billing. Additionally, to make sure to get the information you need, please go through this article: Run Reports In QuickBooks Online. 

Fill me in if you have any concerns about recurring payments set up. The Community is always here 24/7.

Hi Maria, 

I don't see the recurring payment now that I've saved it.  Where to I go to see that is actually scheduled for 12/1?  I'm just trying to ensure it saved so I don't do several of these before figuring out I'm doing something wrong.

Thanks,

Adriane

Hello Adriane!

You can find all your recurring transactions on the Recurring Transactions page. I'm here to show you where to find it.

Simply click the Gear icon and select Recurring Transactions. From the Next Date column, you'll see the date when the system will generate a new transaction and it is based on your schedule. If you need to edit it, click the Edit button under the Action column.

Please check this link on how to manage your recurring transactions: Review your recurring transactions in QuickBooks Online.

Also, if you have QuickBooks Payments, you can set up automatic payments for recurring invoices. Please check this article for more info: Set up Autopay for recurring invoices in QuickBooks Online.

I'll be here if you have additional concerns with your recurring transactions. Take care!