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kristin14
Level 1

We have a specific product we bill recurring. Those customers want to set up autopay. Those customers have other open invoices we don't want to pay thru auto pay. How?

 
Solved
Best answer February 18, 2020

Best Answers
SarahannC
Moderator

We have a specific product we bill recurring. Those customers want to set up autopay. Those customers have other open invoices we don't want to pay thru auto pay. How?

Hello there, kristin14. Thanks for the clarification.

 

Setting up an autopay for the recurring bills (invoices) is unavailable. We'll need to do a few clicks to process a payment in your book.

 

Recurring the bills is only a way where we can reduce the time we spend on navigating the book. Though we have made bills as recurring, we still have to do it manually. You can follow the steps provided by my colleagues above.

 

I like your idea where we will have an option to set up an autopay in our books. I'll ensure to forward your suggestions to our software engineers. This way, an autopay option will be given a chance to be included in the next product updates.

 

We are all right here in case you have additional questions about the recurring transactions in QuickBooks. Take care!

View solution in original post

7 Comments
Adrian_A
Moderator

We have a specific product we bill recurring. Those customers want to set up autopay. Those customers have other open invoices we don't want to pay thru auto pay. How?

We can set the recurring type to Unscheduled, kristin14.

 

This way, your customer has the option to pay it online. 

 

  1. Click the Gear icon, and then select Recurring Transactions.
  2. Locate and click Edit of the recurring bill.
  3. Select Unscheduled under the Type field.
  4. Click Save template.

 

 

Afterwards, you'll have to activate this template by selecting Use in the ACTION column.

 

 

If you're using the Merchant Services, make sure that you've selected Credit Card and Bank Transfer in the Online Payment section.

 

You can also check this article for more information about recurring transactions: Create recurring transactions.

 

Feel free to post again if you still need my help!

kristin14
Level 1

We have a specific product we bill recurring. Those customers want to set up autopay. Those customers have other open invoices we don't want to pay thru auto pay. How?

Let me give you more info.  We already have the first recurring invoices out, next invoices to be sent 3/1 on active templates.   I have a customer who wants to pay just the recurring invoices on autopay.  His other regular, open invoices he'll pay thru his normal process.  What do I need to do to set this up?  Thanks!

 

Kristine Mae
QuickBooks Team

We have a specific product we bill recurring. Those customers want to set up autopay. Those customers have other open invoices we don't want to pay thru auto pay. How?

Thanks for the additional information, Kristin14. It helped me understand your concern more. 

 

To accomplish what you need, let's ensure to select the online payments feature on the recurring invoices, then unselect this option on the regular invoices. I'll guide you with the steps.

 

First, let's set up the recurring invoice to receive online payments. This way, your customer can pay it through credit card or bank transfer. Here's how:

  1. Click the Gear icon.
  2. Go to Recurring Transactions.
  3. Select the invoice template, then click Edit.
  4. Under Online payments, tick either or both the Cards and Bank transfer boxes.
  5. Click Save template.

 

Then, on the regular invoices, uncheck the boxes under Online payments

 

 

Once your customer pays, you can record the payment manually

 

If you have more questions, you can tag me. I'll respond to you as soon as I can. 

kristin14
Level 1

We have a specific product we bill recurring. Those customers want to set up autopay. Those customers have other open invoices we don't want to pay thru auto pay. How?

We do want our clients to be able to pay their non-recurring bills with cc or bank transfer.  The recurring bills we'd like the customer to have the option to set up autopay.

SarahannC
Moderator

We have a specific product we bill recurring. Those customers want to set up autopay. Those customers have other open invoices we don't want to pay thru auto pay. How?

Hello there, kristin14. Thanks for the clarification.

 

Setting up an autopay for the recurring bills (invoices) is unavailable. We'll need to do a few clicks to process a payment in your book.

 

Recurring the bills is only a way where we can reduce the time we spend on navigating the book. Though we have made bills as recurring, we still have to do it manually. You can follow the steps provided by my colleagues above.

 

I like your idea where we will have an option to set up an autopay in our books. I'll ensure to forward your suggestions to our software engineers. This way, an autopay option will be given a chance to be included in the next product updates.

 

We are all right here in case you have additional questions about the recurring transactions in QuickBooks. Take care!

View solution in original post

smallbiznumbers
Level 3

We have a specific product we bill recurring. Those customers want to set up autopay. Those customers have other open invoices we don't want to pay thru auto pay. How?

Hi Kristin14,

 

Have you considered setting up recurring sales receipts instead of invoices? Autopay cannot be set up for invoices, but it can for sales receipts. The process for setting up recurring sales receipts is similar to invoices. In the Payment Method dropdown, select Check (for funds transfers) or credit card type, and fill in the credit card or bank info accordingly. Please note that you will need to have the customer sign an authorization form to set up autopay in this way.

 

Best wishes!

kristin14
Level 1

We have a specific product we bill recurring. Those customers want to set up autopay. Those customers have other open invoices we don't want to pay thru auto pay. How?

Thank you, I think it would be helpful to have that option to set autopay on bills that are recurring.   Kristin

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