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