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July 13, 2022
Question

Is there a way to set up auto pay for clients?For a reoccurring monthly gig.

  • July 13, 2022
  • 1 reply
  • 0 views
I run a personal training company. Would like to give clients an option to have monthly payments automatically come out.

1 reply

July 13, 2022

Hello there, nqa-kindle-gmail.

Yes, there is! In QuickBooks Online, you need a QuickBooks Payments account to set up Autopay. If you don't have a QuickBooks Payments account yet, you can sign up by following these steps:

 

  1. Log in to your QBO account.
  2. Go to the Gear icon. Select Account and Settings.
  3. Select Payments. In the QuickBooks Payment section, select Learn more.
  4. Click Set up Payments.

 

You can visit this link for more details: Sign up through QuickBooks Online. Once done, we can proceed with setting up recurring invoices. Here's how:

 

  1. Create an invoice by going to the +New button.
  2. Select Invoices and enter all the important details.
  3. Click Make recurring at the bottom part of the page.
  4. On the Recurring Invoice page, specify the frequency interval, start date, and end date of the recurring invoice.
  5. Once done, select Save template.

 

Let your customer uses the payment options you've chosen on the invoice. Both card and ACH transactions are compatible with autopay. Here's a sample screenshot for your visual reference:

Feel free to utilize these articles for additional information about handling customer transactions and payments:

 

 

You're good to go. If you have other concerns with the Autopay feature and recurring transactions, please add a reply below. I'm always ready to help with any of your QuickBooks concerns. Take care and have a good one, nqa-kindle-gmail.