How do I get customers on autopay ?

Greetings, @paulpablo1.

You can set up a recurring transaction to let your customer pay you automatically. This allows you to generate sales receipts for your customers, with their payment information, and send them out without your prompting. I can guide you on how to do it.

1. Go to the New (+) icon.
2. Choose the Sales Receipt. 
3. Select the customer that wishes for autopay.
4. From the Payment Method drop-down, choose Credit Card.
5. Type in your customer's credit card details.
6. Enter the Sales Receipt details.
7. Click the Make Recurring link at the bottom of the page. 
8. Create a Name for the template that is recognizable and spick Scheduled as its Type.
9. Set the Interval that QuickBooks will use to charge a customer and enter the Start date for these automated charges.
10. Click Save Template.

You can read through this article for more insights about the process: How to Schedule Recurring Transactions: Record, Edit, & Monitor.

Visit us here again if you have other questions about tracking your recurring customer transactions. I'm always here to help. 

Helping our customers achieve their goals is my priority, @paulpablo1.

Were you able to set up your customers to pay you automatically following the steps I've shared above?

I can provide further assistance if you encounter any issues with this. Have a great day and take care always.

After this is set-up, as an ACH, how will the customer proceed with payment? Will they receive some kind of authorization to process the payment? Will it automatically be deducted from that account after authorization? Or will they just receive a Sales Receipt/Invoice on the designated date reminding them to submit a payment?

The following information will assist you in managing your customer transactions in QuickBooks, @ld-kore.

I appreciate you for setting up this in QuickBooks on your own. I'd be happy to answer your questions one at a time. This way, I can guide you accordingly. 

To start with, your customer can process their payments by clicking the Pay Now button on the invoices they have received. Just ensure that your QuickBooks Online is set up to an Online invoice so they can see the full details in the email.

Here's how to check: 

1. Go to the Gear icon, then choose Account and Settings.
2. Select the Sales tab and go to the Online delivery section.
3. Under Additional email options for invoices, select Online invoice.
4. Click Save and Done.

For your second question, yes, they will receive authorization as long as I have authorization and would like to process this transaction box is checked in the Sales Receipts section. 

Click this article for more information: Set up a recurring sales receipt.

For the third, the funds will take off from the account based on your customer's deposit speed and payment type. For new users, we'll deposit your first set of payments within five business days. Once we set up everything, we'll deposit customer payments much faster. 

For more details, check out this article: Find out when QuickBooks Payments deposits customer payments.

After the funds take away from the customer account, the money will unload into your Merchant account. Once deposited, you'll need to transfer the funds to your business account. To learn more about the process, see this link: Transfer funds between accounts.

On the last one, yes, as a reminder that they have to pay their recurring payments. The invoices are a payment request, while the sales receipt is proof of payment. 

Feel free to visit these articles below on how to check the status of deposits and specific customer payments in QuickBooks: 

• QuickBooks Payments FAQ
• Sales and customers

Please remember that I am happy to answer any questions you may have on your account. Just leave that in the comments section. Keep safe, ld-kore.