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J
jared-nychelpdes
October 18, 2021
Question

How can my customers set up auto pay from thier invoice?

  • October 18, 2021
  • 1 reply
  • 18 views
My customers get a monthly invoice some of them want to add thier credit card and be charged automatically each month. How can they set up thier account to do this? Thank you

1 reply

M
MadelynCModerator
Moderator
October 18, 2021

I’m here to share some information on how you can charge your customers automatically each month, Jared.


QuickBooks Online uses a different process for recurring payments. Instead of invoices, you’ll need to use a Sales Receipt to charge your customers automatically each month.


You can follow the instructions below to set up a recurring sales receipt:

 

  1. Go to the Gear icon and select Recurring transactions.
  2. Click New.
  3. Select Sales Receipt in the Transaction Type▼ drop-down menu, then press OK.
  4. Enter a template name.
  5. From the Type▼ drop-down menu, select Scheduled.
  6. Select the customer, then verify the email. You can select Automatically send emails to send notifications to your customer when you process their payment.
  7. Set the interval, then enter the start and end date.
  8. Select the payment method and then Save template.


You can visit this article for more information: Set up a recurring sales receipt. It also provides details about the credit card billing authorization form.


Also, there are some things you need to know about processing recurring credit card payments in QBO. Check out this reference to learn: Recurring Credit Card Payment FAQs.


Please don’t hesitate to leave a message below if you have other questions or concerns besides setting up auto payment. I’m always here, ready to help you out. Take care!

J
jared-nychelpdesAuthor
October 18, 2021

Thank you for your answer, but it seems this method means I have to call the customer to ask them for their credit card info and then input it manually, is that correct? I was looking for a way that the customer could enter their card info and then choose to have it auto pay on their own, without me having to be involved in the process. Is there such a way? FreshBooks (my previous system) had such an option for the customer. It was a great convenience.

 

Thank you

    MichelleBh
    MichelleBh
    Level 8
    October 18, 2021

    Thanks for the quick reply, @jared-nychelpdes.

     

    I'm happy to add additional information on online payment invoices in QuickBooks Online. This way, I can guide you accordingly.
     

    Yes, you need to ask for your customer’s card details and manually enter them into the recurring sales receipt template. See the sample screenshot below for your reference. 

     

    In regards to alternatives, we don't have a workaround at the moment. With this, I'd suggest utilizing the recurring sales receipts temporarily.

     

    Additionally, once the invoice paid, you can review the payments in the dedicated accounts you select from the Deposited to drop-down menu.

     

    Feel free to check out these articles below on how to manage customer transactions and a chart of accounts in QuickBooks: 

     

     

    Feel free to mention me if you have additional questions, and I'd be happy to assist you further. Take care always, jared-nychelpdes.

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