You'll need to disable or delete your existing AutoPay setup, Conni1. Let me guide you through the steps to set up your new payment arrangement.
Since the amount has changed, the previous Autopay setup won't be displayed. To continue using this feature, you must set up autopay again. Please note that it's only available for pay-enabled recurring invoices.
If you have a recurring invoice set up, there's no need to generate a new one. Customers can activate AutoPay using the payment methods specified on your invoice, which includes both card and ACH transactions.
To assist your customers in establishing AutoPay, follow these steps:
To set up Autopay, your customer opens your invoice and selects Set up Autopay to enroll.
Next, your customer will need to sign in using Intuit user ID (also used for TurboTax and Mint).
Your customer makes sure the autopay checkbox shows as selected and displays the correct frequency and start date.
Once everything looks good, your customer selects the Autopay button to pay the current invoice. They’ll receive a confirmation email that Autopay is set up.
On the other hand, QuickBooks Live Expert Assisted offers expert help with your transactions. Our team simplifies financial tasks for your business, ensuring compliance and accurate categorization. With our support, you can efficiently track expenses, manage cash flow, and access detailed reports to empower your business.
Should you have questions about setting up AutoPay or other aspects of QBO, please feel free to reach out. We're here to help with any inquiries you might have. Stay safe!
After signing up, you will receive an approval email within two business days. The approval email has instructions on how to get started with your merchant account. Then, you'll need to link your account to QBO and activate online payments.