Can I set up a recurring charge to a client credit card for monthly service provided?

Good day, monica-krpersona.

You'll be glad to know that you can set up recurring payments to charge customers for their monthly services. In QuickBooks Online, you'll be using a sales receipt and I'm glad to walk you through the steps.

First, let's create a recurring sales receipt to automatically charge a customer. 

1. Go to Settings ⚙,  then select Recurring transactions.
2. Click New, choose Sales Receipt from the Transaction Type▼ drop-down menu.
   
3. Enter a template name. This won’t appear on the transaction.
4. From the Type▼ drop-down menu, select Scheduled.
5. Enter the customer's name from the Customer▼ drop-down menu and verify the email. You can select Automatically send emails to send notifications to your customer when you process their payment. Make sure to select a customer name so you can enter the ACH banking information.
6. Set the interval. For example, if you need a sales receipt every first day of the month, the interval is Monthly on day 1st of every 1 month.
7. Enter the start date and when it should end.
   
8. Choose  the Payment method▼ drop-down, then select Credit card type or Check.
   • Credit card type: Select Enter credit card details to enter the customer's credit card information, then OK.
   • E-Check: Download the authorization link and send it to your customer. Check the box to ensure the payment will process each time a form is created.
     
9. Enter the line for the product or service and the amount.
10. Click Save template.

Make sure to ask your customer to fill out, sign, and return the form to you before the first recurring charge. For your protection, keep the signed form in a safe area for 18 months after the final charge takes place.

If you have a QuickBooks Payments account, you can create a recurring payment for a sales receipt. Here's how: 

1. Sign in to your account, then go to Processing Tools.
2. Click Create a Recurring Payment.
3. Choose Existing and find the name of your customer in the search field. If it's a new customer, click Add New.
   
4. Complete all the fields, then select Next.
5. Verify all info and terms of the payment setup matches with the signed authorization form, then select Submit to save or Edit if you need to make changes.

If you have additional questions about the process in QuickBooks Payments, I suggest chatting with our Merchant Services Team. They'll answer and provide additional information about how to charge the customer.

You can also set up autopay for recurring invoices so you no longer have to keep track of your customer's payment information.

That should do it. Get back to me anytime by commenting below if there are other things you need to set up in QuickBooks. I'm always around to help you. May your business flourish!