Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll
mathprocorp-gmai
Level 1

I want to set up a system where I sent the client a link to input credit card information, then it stores that information so I can set up automatic payments.

in other words this is how I want it to go down. I sent a link that says "Math Pro will be charging $$ every Monday" and then the client inputs all their information, it saves it and it charges them that amount every moday. I automatically get the money transferred. I don't like how with invoice you can send it recurring but the client still has to go a pay for that invoice. I want it automatically, where it subtracts it from the account.
2 Comments 2
AlcaeusF
Moderator

I want to set up a system where I sent the client a link to input credit card information, then it stores that information so I can set up automatic payments.

Hello @mathprocorp-gmai,

 

Welcome to the Community. I'm here to help you set up automatic payments in QuickBooks Online.

 

Currently, the option to send a link to fill in the credit card information automatically is unavailable. As a workaround, you send your customer an authorization form for you to set up a recurring payment.

 

This way, you can enter the details manually and ensure it matches the form coming from your customers. You can use this feature as long as you have a QuickBooks Payments account.

 

To download the form, here's how:

 

  1. Sign in to your account, then go to Processing Tools.
  2. Scroll down and select the signed authorization hyperlink. 
  3. Click the Printer or Download icon in the upper-right corner.

 

After a customer completes the form, you can proceed with the recurring payment setup. You can follow these steps:

 

  1. Sign in to your account, then go to Processing Tools.
  2. Select Create a Recurring Payment.
  3. Find the name of your customer on the search field. If it's a new customer, select Add New.
  4. Complete all the fields, then select Next.
  5. Verify all info and terms of the payment setup match with the signed authorization form, then select Submit to save or Edit if you need to make changes.

 

Payments should subtract automatically from the customer's account moving forward. Ensure the details matches the authorization form to avoid issues.

 

For additional reference, I've attached a link you can visit to know more about what time of the day are charges processed for the payments: Recurring Credit Card Payment FAQs.

 

Get back to me if you have additional questions about the features available for accepting customer payments in QuickBooks. I'm always here to help. Take care always.

Fiat Lux - ASIA
Level 15

I want to set up a system where I sent the client a link to input credit card information, then it stores that information so I can set up automatic payments.

@mathprocorp-gmai 

Another option, consider having an additional app with the payment portal feature for your customers and integrate it with your QBO account. Your customers can monitor their billings, payment history, or update their payment details.

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.

Need to get in touch?

Contact us