How to set up customer to auto pay monthly invoice

lcuevas · ‎October 29, 2021

My customer receives an Invoice from me each month for the same amount. I have already created the template and it send to him on time. He would like to have the bill paid automatically without him needing to do anything. How would I do that? Thanks

Catherine_B · ‎October 29, 2021

I can help you take and process payments automatically, lcuevas.

Instead of using invoices, you'll want to automatically process payments every month using the recurring sales receipts so you don't have to create one every time. This option automatically charges your customer at a given interval like every month. Make sure to secure the written authorization from your customer before setting up their recurring transactions.

Here's how:

Go to the Gear icon and select Recurring transactions.
Select New and in the Transaction Type drop-down, select Sales Receipt.
Enter a template name.
From the Type drop-down, select Scheduled.
Choose the customer’s name under Customer. Then, verify or enter the email. You can select Automatically send emails to send notifications to your customer when you process their payment.
Set the interval and enter the start and end date.
Select the Payment method, select Credit card type, or Check.
If you selected Credit card, click Enter credit card details to enter the customer's credit card information or bank account details. Then, select OK.
If Check, select the Authorization hyperlink to send the Bank Transfer Authorization form to your customer. Check the box to ensure the payment will process each time a form is created.
Enter the line for the product or service and amount.
Select Save template.

This should get you going in processing recurring payments from your customers. If you want to design your template, you can click here.

Please feel free to get back to me if you have any more QuickBooks concerns. I'll be glad to get back and work with you. Have a good one!

View solution in original post

Catherine_B · ‎October 29, 2021

I can help you take and process payments automatically, lcuevas.

Instead of using invoices, you'll want to automatically process payments every month using the recurring sales receipts so you don't have to create one every time. This option automatically charges your customer at a given interval like every month. Make sure to secure the written authorization from your customer before setting up their recurring transactions.

Here's how:

Go to the Gear icon and select Recurring transactions.
Select New and in the Transaction Type drop-down, select Sales Receipt.
Enter a template name.
From the Type drop-down, select Scheduled.
Choose the customer’s name under Customer. Then, verify or enter the email. You can select Automatically send emails to send notifications to your customer when you process their payment.
Set the interval and enter the start and end date.
Select the Payment method, select Credit card type, or Check.
If you selected Credit card, click Enter credit card details to enter the customer's credit card information or bank account details. Then, select OK.
If Check, select the Authorization hyperlink to send the Bank Transfer Authorization form to your customer. Check the box to ensure the payment will process each time a form is created.
Enter the line for the product or service and amount.
Select Save template.

This should get you going in processing recurring payments from your customers. If you want to design your template, you can click here.

Please feel free to get back to me if you have any more QuickBooks concerns. I'll be glad to get back and work with you. Have a good one!

lcuevas · ‎October 29, 2021

I figured it out on my own after wasting over an hour on chat and being transferred to two different departments.

lcuevas · ‎November 02, 2021

When trying to apply CC to previous invoice I receive:

This transaction was declined because of a problem with your customer's payment method.

Please assist

LollyNino_C · ‎November 02, 2021

It isn't the kind of experience we want you to have when processing credit card payments in QuickBooks Online (QBO),@lcuevas.

Our top priority here in the Community is the security of your account. There's a need to investigate the cause you're unable to process credit card payments. With this, I'd recommend contacting our Merchant Services team. They have all the necessary tools to check your account and guide you with a fix. They're available from Monday to Friday, 6:00 AM to 6:00 PM PT, to handle your concerns.

For additional references about managing invoices and payments in QuickBooks, check out these articles:

As always, feel free to read the topics from our help articles in case you need tips and related links while working with QuickBooks in the future.

Please know that you're welcome to comment below if you have other concerns or follow-up inquiries about processing credit card payments in QuickBooks. I'm just around to help. Take care always.

michellenyc · ‎June 10, 2025

You can create a Recurring Invoice and when he pays the first one, he can check off "autopay" so he won't need to pay it every month.

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How to set up customer to auto pay monthly invoice