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Level 1

I have set up recurring invoices. If a client then descides they want to auto pay do I set up a recurring sales reciept. does that reciept against the recurring invoice?

 
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Intuit

I have set up recurring invoices. If a client then descides they want to auto pay do I set up a recurring sales reciept. does that reciept against the recurring invoice?

Hello,

 

If a client decides they want you to auto-charge their bank or card then you would delete the recurring invoice and instead setup a recurring Sales Receipt.

 

Put the same items you're billing them for and enter the payment method into the recurring Sales Receipt template.  That way on the date of the sale it will create the sale, charge their card, and email them a receipt.

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Level 1

I have set up recurring invoices. If a client then descides they want to auto pay do I set up a recurring sales reciept. does that reciept against the recurring invoice?

I have a question about this.  What if we want to keep the recurring invoices. Is there a way to set up the recurring payment and not have the sales receipt?

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QuickBooks Team

I have set up recurring invoices. If a client then descides they want to auto pay do I set up a recurring sales reciept. does that reciept against the recurring invoice?

Hi Cathy,

 

Only recurring sales receipts are used when receiving a recurring payment from a customer. If you use an invoice, your customers will have to click on Pay Now button, and it doesn't work like an Auto Pay.

 

Here's an article for additional reference: Create a Recurring Credit Card Payment.

 

We're just around if you need further assistance.

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