How to set up customer to auto pay monthly invoice

I can help you take and process payments automatically, lcuevas.

Instead of using invoices, you'll want to automatically process payments every month using the recurring sales receipts so you don't have to create one every time. This option automatically charges your customer at a given interval like every month. Make sure to secure the written authorization from your customer before setting up their recurring transactions.

Here's how: 

1. Go to the Gear icon and select Recurring transactions.
2. Select New and in the Transaction Type drop-down, select Sales Receipt.
3. Enter a template name. 
4. From the Type drop-down, select Scheduled.
5. Choose the customer’s name under Customer. Then, verify or enter the email. You can select Automatically send emails to send notifications to your customer when you process their payment.
6. Set the interval and enter the start and end date.
7. Select the Payment method, select Credit card type, or Check.
8. If you selected Credit card, click Enter credit card details to enter the customer's credit card information or bank account details. Then, select OK. 
9. If Check, select the Authorization hyperlink to send the Bank Transfer Authorization form to your customer. Check the box to ensure the payment will process each time a form is created.
10. Enter the line for the product or service and amount.
11. Select Save template. 

This should get you going in processing recurring payments from your customers. If you want to design your template, you can click here. 

Please feel free to get back to me if you have any more QuickBooks concerns. I'll be glad to get back and work with you. Have a good one!