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Replying to:
IamjuViel
QuickBooks Team

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Greetings, @paulpablo1.

 

You can set up a recurring transaction to let your customer pay you automatically. This allows you to generate sales receipts for your customers, with their payment information, and send them out without your prompting. I can guide you on how to do it.

  1. Go to the New (+) icon.
  2. Choose the Sales Receipt
  3. Select the customer that wishes for autopay.
  4. From the Payment Method drop-down, choose Credit Card.
  5. Type in your customer's credit card details.
  6. Enter the Sales Receipt details.
  7. Click the Make Recurring link at the bottom of the page. 
  8. Create a Name for the template that is recognizable and spick Scheduled as its Type.
  9. Set the Interval that QuickBooks will use to charge a customer and enter the Start date for these automated charges.
  10. Click Save Template.

You can read through this article for more insights about the process: How to Schedule Recurring Transactions: Record, Edit, & Monitor.

 

Visit us here again if you have other questions about tracking your recurring customer transactions. I'm always here to help. 

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