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Level 1

Can I send an invoice for a monthly subscription plan, have the client input their card info once and have that card auto billed monthly without sending a new invoice?

 
7 Comments
Level 4

Re: Can I send an invoice for a monthly subscription plan, have the client input their card info once and have that card auto billed monthly without sending a new invoice?

Consider using a recurring billing app and integrate it with your QBO. Your customers will only need to submit their CC credential once. It is similar to how we subscribe QBO.

QuickBooks Team

Re: Can I send an invoice for a monthly subscription plan, have the client input their card info ...

Hi @mark96,

 

You can automatically bill a customer's credit card through a recurring sales receipt. This option isn't available for invoices. 

 

First, let's go through with the steps on how to create this recurring template:

  1. From the Gear icon, select Recurring Transactions.
  2. Click the New button.
  3. On the Transaction Type drop-down menu, choose Sales Receipt, then hit OK.
  4. Type in a template name as you wish (this won't appear on the transaction itself).
  5. on the Type drop-down menu, select Scheduled.
  6. Find the customer in question under the Customer drop-down menu. You can tick the option Automatically send emails if you want to send a notification to your customer each time you process their payment.
  7. Set the interval to Monthly since this is a monthly subscription plan.
  8. Enter the Start and End Date (optional).
  9. Under the Payment method drop-down menu, select Credit card type.
  10. Tap Enter credit card details to record the customer's credit card info.
  11. Fill up the remainder of the form as necessary. When done, hit Save template.

 

You can refer to the image below. It's a screenshot of a sample recurring sales receipt template.

 

 

The next part is to generate a credit card billing authorization form. See the steps on how to do this via this article: Set up a recurring sales receipt. Scroll down at the bottom of the page and look for the Credit Card Billing authorization form section.

 

Feel free to drop a comment below, in case you have additional questions. I'll get back to you as soon as I can. 

Level 1

Re: Can I send an invoice for a monthly subscription plan, have the client input their card info once and have that card auto billed monthly without sending a new invoice?

Do you have any recurring billing apps that you have used?  I don’t even know what to look for?  We do all of our billing inside of qbo.  

Level 1

Re: Can I send an invoice for a monthly subscription plan, have the client input their card info ...

Thanks.  I already have recurring sales receipts set up and working, but there is friction in the transaction, having to get the credit card info from the client.  The do not (rightfully) want to send over email which means we have to schedule a call.   I would prefer to send them an invoice for the subscription service and have them pay online as normal, but make it a recurring, monthly payment.  This is more professional and seamless.

Level 1

Re: Can I send an invoice for a monthly subscription plan, have the client input their card info once and have that card auto billed monthly without sending a new invoice?

This sounds like a good idea.  Can you provide some examples of apps like this that integrate with QBO?  Ideally I would invoice the client, they would pay online once and their card would then be billed monthly automatically.   Then the transactions would automatically sync with QBO so no manually keying of transactions every month is necessary

Highlighted
QuickBooks Team

Re: Can I send an invoice for a monthly subscription plan, have the client input their card info ...

I appreciate you getting back to us and sharing detailed information, @mark96.

 

You can consider subscribing to our QuickBooks Payments. This way, you can create recurring payments and enter your customer's credit card information once. Let me walk you through the process.

 

QuickBooks Payments will automatically charge your customer's credit card monthly. And it also automatically sync the transactions into your QuickBooks Online (QBO).

 

First off, let's subscribe to the QuickBooks Payment through QBO to connect the account. Here's how:

 

  1. Sign in to your QBO account.
  2. Click the Gear icon.
  3. Select Account and Settings.
  4. Go to the Payments menu.
  5. Click Learn more.
  6. Follow the on-screen instruction to complete the process.

Here are some articles you can read on for more details about QuickBooks Payments: 

 

Once done, you can log in to your QuickBooks Payments account and set recurring payments from there. Let me guide you how.

 

  1. Go to the Merchant Services Center site.
  2. Sign in your QuickBooks Payments account.
  3. Once logged in, click the Create a Recurring Payment from the Home page.
  4. Enter the necessary information.
  5. Click Next, then complete the process.

I've got you an article for more details: Recurring Payments.

 

You might also want to read this article to learn how QuickBooks Payments deposits work: Common Questions about QuickBooks Payments Deposits.

 

Feel free to leave a comment below if you have any other questions. I'll be right here to help.

Level 4

Re: Can I send an invoice for a monthly subscription plan, have the client input their card info once and have that card auto billed monthly without sending a new invoice?


@mark96 wrote:

This sounds like a good idea.  Can you provide some examples of apps like this that integrate with QBO?  Ideally I would invoice the client, they would pay online once and their card would then be billed monthly automatically.   Then the transactions would automatically sync with QBO so no manually keying of transactions every month is necessary


Consider Chrgify (https://mbsy.co/DJtTL)

You will find many features ( e.g Offer Management, Recurring Billing, Subscription Management, and more). Should you accept payment from Square, consider to integrate it to another app for AST filing.

https://taxjar.grsm.io/mytax

 

Happy exploring!

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