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May 18, 2023
Question

How can my clients save there credit card information so I don't have to wait for payment I can push it through myself after they input the information. Wave does this?

  • May 18, 2023
  • 1 reply
  • 25 views
Switched from Wave and they do this thought quickbooks would

1 reply

Fiat Lux - ASIA
Level 14
May 19, 2023

Are you running a B2B or B2C company? You may consider having a 3rd party payment processor to integrate with QBO.

May 19, 2023

B2C company, in Wave there was an option for the clients to save the information and all I have to do every month is push through the payment on the invoice. Clients done have to bother with paying every month. 

Can't that be implemented in quickbooks?

LieraMarie_A
Level 8
May 19, 2023

Hi there, @okanagancleaning.

 

I understand that you're looking for a way to save your clients' credit card information in QuickBooks so that you can push through payments yourself without waiting for them to pay. I'm happy to help you with that.

 

You may set up automatic payments for your clients using QuickBooks' Recurring Transactions option. You can create a recurring invoice for your clients and set the frequency of the payments (e.g. monthly, quarterly, annually). QuickBooks will automatically generate and send the invoice to your clients on the specified schedule. This feature can save you time and make it easier for them to pay their bills. This is available in the Plus and Essentials versions.

 

Auto payments deduct from your customer three days before the due date or immediately if it's due in less than three days. However, it isn't available for those with daily intervals or amounts over $5,000.

 

Here's how to set up a template:

 

  1. Create your invoice, then select Create recurring invoice on the transaction.
  2. Or you can create a recurring template
  3. Specify the frequency interval, start date, and end date of the recurring invoice. 
  4. When you finish the recurring invoice, select Save template.

 

Autopay is available for your customer if they use the payment methods you’ve selected on your invoice. It works for both card and ACH transactions.

 

Moreover, you may create multiple invoices from your estimates. This is best for keeping job payments organized and connected from start to finish. 

 

Keep me updated if you have follow-up questions about the process. It's our pleasure to assist. Have a wonderful day!