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accounting234
Level 1

I'd like to create a reoccurring invoice with the option on the first invoice to save the Credit Card # so they can pay future invoices automatically. Can this be done?

I see how you can create a reoccurring receipt but you MUST have the CC number before setting this up.  My hope is the reoccurring invoice will remember the CC number the customer used if the customer selects this option and it will automatically send and pay the invoice for the client each month.
2 Comments 2
Fiat Lux - ASIA
Level 15

I'd like to create a reoccurring invoice with the option on the first invoice to save the Credit Card # so they can pay future invoices automatically. Can this be done?

Afaik, there is no such feature yet in QBO. Explore this billing app to integrate with your QBO.

https://mbsy.co/DJtTL

 

Hope it helps.

katherinejoyceO
QuickBooks Team

I'd like to create a reoccurring invoice with the option on the first invoice to save the Credit Card # so they can pay future invoices automatically. Can this be done?

Hi there, @accounting234

 

Welcome to the Community. You can only set up a recurring payment in the Merchant Service Center so you can create recurring invoices and lets your customers pay automatically on a regular schedule you've set. 

 

First off, you'll need to get a signed authorization form from your customer before setting up a recurring payment. If your Merchant Service account is already active, follow these steps below: 

 

  1. On your Merchant Service account, select Processing Tools from the menu. 
  2. Choose the Create a Recurring Payment.
  3. Select the Authorization Form link to download a PDF file that includes the terms and conditions of the recurring payment.
  4. Send it to your customer to complete then keep it for your records.

 

Once done, you can now set up recurring credit card charges for your customers. For more detailed steps, read through this help article: Create a recurring credit card payment. It'll also help you learn about how to set the schedule to determine the payment dates going forward. 

 

If you don't have a Merchant Service account yet, visit this site: QuickBooks Payments for more information on how to get started. Then, link your merchant account so you can send e-invoices and letting your customers pay you online.

 

Once you connect recurring payments with QuickBooks, follow the steps above to get a signed authorization form from your customer. 

 

Should you have any more questions about this topic, feel free to visit again and drop a comment below. We're always around here to further assist. Have a prosperous 2020. 

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