Question

Recurring levy charges to customer accounts

Forum|Forum|2 years ago
September 5, 2023
1 reply
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I have a specific need regarding recurring billing to my customers. I am not talking about recurring invoices.

Pretty much like a subscription and you get charge monthly on your credit card.

So basically I would levy the said amount each month on their credit cards and they'd receive an invoice.

Is there a way to make these kind of billing to customers in QB?

Thanks

QuickBooks Online

T

Trish_T

Hi Paul_APS,

Thanks for reaching out here. Welcome! I can see the benefit of being able to process monthly amounts for your customers, in QuickBooks Online. I'd be glad to provide some insight here!

Although you can create a template to set up recurring bills, there isn't an option to collect the fees from the customer's credit card, and create a sales receipt. However, with QuickBooks Online Payments, you can provide your customers with a 'pay now' option, on the invoices you send. In addition, you can set up recurring sales receipts, and collect payments from your customers every month, when you obtain an 'authorization' form.

Here are a few helpful articles, for your reference;

Take and process Payments in QuickBooks Online

Set up a recurring sales receipt

QuickBooks Online Payments FAQ

Please don't hesitate to reach back out with other questions. We'd be happy to help!