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cwspringshoa
Level 2

Recurring invoices dates do not match up to auto pay?

I have recurring invoices setup for clients to bill them an invoice automatically for $75 on the 15th of the month, every 3 months.  When the client goes to setup autopay via the link in the invoice to pay it, it says it will charge them monthly.  See screenshots below of the recurring invoice and what the client sees when trying to sign up for auto pay.  Obviously they want to pay every 3 months like the invoice states.  What am i doing wrong or if this a defect, what other options do I have?

invoice.png

auto pay.png

2 Comments 2
FritzF
Moderator

Recurring invoices dates do not match up to auto pay?

Hi there, cwspringshoa.

 

I'm here to share information about how Autopay for recurring invoices works in QuickBooks Online (QBO).

 

By enabling the Autopay feature, your customers will be charged on a monthly basis, as indicated in the setup process (as shown in the screenshot you've provided). This convenient option guarantees prompt and effortless payments from your customers, ensuring a seamless payment experience.

 

To utilize this feature for your client, you can implement a workaround by adjusting the recurring invoices to a monthly frequency. Instead of billing $75 every 3 months on the 15th of the month, you can modify it to $25 per month.

recurring.PNG

 

To learn more about managing and setting up recurring invoices and the Autopay feature, check out these articles:

 

 

I'm also adding this article that tackles editing recurring template for future reference: Edit a recurring template in QuickBooks Online.

 

Please let me know if have additional questions about this or anything else. I'll be here to assist. Take care.

cwspringshoa
Level 2

Recurring invoices dates do not match up to auto pay?

That is not an acceptable solution.  Additionally, that ends up costing me more in credit card processing fees.

 

If the recurring invoice is setup to be something other than once per month, why is the auto pay not the same.  That makes absolutely no sense.  Why would you design your program so poorly?  for example...if I had a once a year invoice for $48.  You would have me divide that up into 12 monthly payments of $4 each?  that is an accounting nightmare and with the fees you charge for taking card payment, i would pay almost the same in fees as the $4 a month receipt.

 

I am so frustrated with your software, I think i am seriously looking at canceling and using a different vendor that has some common sense about business.

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