How do I set up auto-pay for clients when invoices originated and synced over from Halo?

Glad to have you here in the Community, Jwesley.

I'll provide some guidance on how to configure auto-pay for clients when invoices from Halo are synced to QuickBooks Online (QBO).

Currently, the option to set up autopay directly from Halo in QBO is unavailable. You'll need to create an invoice set up in QBO to set up autopay.

Moreover, autopay is only available for pay-enabled recurring invoices. To use the autopay feature for your transactions, ensure you set up recurring invoices by following these steps:

1. Make an invoice, then select Make recurring, or you can create a recurring template. 
2. Click Interval and pick how often the invoice should recur. Note that autopay isn't available for daily intervals or amounts over $5,000.
3. Then, enter the start and end dates for the invoice recurrence.
4. Complete the invoice details and click Save template.

If you already have a recurring invoice set up, there is no need to create a new one. Customers can utilize Autopay with the payment methods listed on your invoice, which include both card and ACH transactions.

Customers will continue to receive their invoice emails as usual and now have the option to set up Autopay. To use this feature, they need an Intuit account. If they do not already have one, they should create a new login.

To help your customers set up Autopay, follow these steps:

1. To set up Autopay, your customer opens your invoice and selects Set up Autopay to enroll.
2. Next, your customer will need to sign in using Intuit user ID (also used for TurboTax and Mint).
3. Your customer makes sure the autopay checkbox shows as selected and displays the correct frequency and start date.
4. 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.

For a more comprehensive understanding of the process, refer to the article: Set up Autopay for recurring invoices in QuickBooks Online. This resource will also guide you on how to check the autopay status of your customers.

Alternatively, you could explore third-party applications that integrate with Halo and are compatible with QuickBooks to set up automatic payments:

1. Navigate to the Apps tab and click the Find Apps.
2. You can find applications by browsing in the search tab.
3. You can also search them in the Browse Categories or Browse Industries.

In addition, if you experience declined payments, refer to the following articles for solutions:

• Fix customer's declined credit card payments
• Fix rejected ACH payments or fees in QuickBooks Payments

Also, we're excited to inform you that QuickBooks Live Expert Assisted provides expert transaction management. Our dedicated team simplifies financial complexities for businesses like yours, ensuring compliance, accurate categorization, and seamless reconciliation. With our professionals supporting you, enjoy efficient expense tracking, cash flow management, and comprehensive reporting, all designed to empower your business at every step.

Feel free to leave any follow-up questions in the comment section below while setting up Autopay for your invoices. I'm here to assist you further. Have a great day!