I'm trying to direct debit my customers monthly for the lessons they take. Some months they take 4 lessons and some 5 lessons. Ideally something recuring I change monthly

You can set up the Autopay feature for recurring invoices in QuickBooks Online (QBO) to automatically charge your customers monthly, @priyankam. Let me explain how it works.

With QuickBooks Payments, the Autopay feature allows customers to pay their recurring invoices automatically. However, please know that it will be canceled once you edit the invoice amount.

To enable the Autopay feature, create a recurring invoice. Once your customer receives the email, let them open the invoice and select Set up autopay.

Please refer to this article for more in-depth information: Set up Autopay for recurring invoices in QuickBooks Online.

Moreover, you can change the bank account where QBO deposits payments every time you process credit card and Automated Clearing House (ACH) transactions.

Please ensure to click the Reply button below if you have other concerns regarding the Autopay feature in QBO. We'll be happy to entertain your queries. Stay safe.

Hi, this appears to contradict what I was emailed before by quickbooks:

Hi Priyanka! I am sending you this email to do an intervention about your recurring transactions that has an auto payments. We really acknowledge your sentiments about this matter. However on changing the amount of the recurring transaction before it will occur will really cancel the autopayment setup. You can follow this guidelines for your future references.s/replypage/board-id/reports-and-accounting/message-id/230423/attachments-key/57801a39-2d96-4795-b8f7-8298313d7e50

I would rather direct debit without doing an autopay by using sales receipt. I was told this was possible I just want to get some clarity on how it would work. Thanks.

You can indeed use the sales receipt as your recurring transaction, priyankam. Let me share more details on how you can achieve this. 

In QuickBooks Online (QBO), you can create a recurring sales receipt without enabling the autopay feature. Also, you can deactivate the autopay option from your side by locating the email you received requesting autopay confirmation.

Once you find it, click the Manage payment link and sign in to your Intuit account. From there, you can select the Cancel autopay option. It's important to note that you cannot cancel individual payments.

Here's how to create a recurring sales receipt:

1. Go to the Gear icon at the upper right corner, then choose Recurring Transactions.
2. Click the New button, choose Sales Receipt, then click OK.
3. Fill out the details in the Sales Receipt entry.
4. Choose or add your Payment Method by clicking the dropdown.
5. After reviewing the recurring transaction, click the Save template.

Additionally, you can access this material to learn more about recurring sales receipts: Set up a recurring sales receipt in QuickBooks Online.

You can also use this article if you have one or more recurring transactions that weren’t created: Fix failed recurring transactions in QuickBooks Online.

We're always here to help you with your recurring transactions, priyankam. We're here to help you out.

This isn't working though, I'm using the check option and i have inputted account/routing and checked that I have authorization and tested it on myself and it didnt withdraw from my bank.  I also don't understand what scheduled create [] days in advance does. I wanted it scheduled on the 5th and created 5 days in advance but it just ran and emailed me the day it was created.

Is there a way to automatically charge a clients account monthly where I can change the quantity that I am charging for?

A follow up question is can I use "check" for customers auto withdrawal or do I need to use quickbooks-checking and what is the difference between those two options?

I appreciate the follow-up queries, Priyan. Below are the details that answer your questions about managing customers' automatic monthly payments.

When using sales receipts for recurring transactions, ensure they are set up correctly. This will allow you to schedule recurring sales receipts successfully. A credit card icon will appear next to the sales receipt if the recurring transaction is set up correctly. Here's an article for reference: Set up a recurring sales receipt in QuickBooks Online.

Please note that if you enter a number in the days in advance field, the charge will process on the date you created the transaction. Therefore, you'll need to set up a fixed interval date. For example, if you need a sales receipt every first day of the month, the interval is Monthly on day 1st of every 1 month.

Additionally, automatically charging a client's account monthly, where you can change the quantity, is unavailable due to recurring transaction limitations.

Moreover, we're unable to suggest which option you need to use to accept customers' payments. Please use the option that best suits your business. Note that you can only use a Check for ACH payments and eCheck as a digital alternative to paper checks that are designed to process payments electronically.

On the other hand, a QuickBooks Checking account is not required to accept online payments with Intuit. It is a business bank account that has no monthly fees, minimum balances, or instant deposit fees. It gives your business complete financial management, cash flow forecasting, and interest-earning potential.

Furthermore, you can check out this article in case you need to keep track of payments and other transactions by pulling up a report: Run a report in QuickBooks Online.

Please let me know if you have any clarifications about handling customer recurring transactions and payments in QuickBooks. I'm always here to help you.