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November 15, 2022
Question

How can customers enter and save their credit card information for recurring payments?

  • November 15, 2022
  • 1 reply
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We already use Intuit Merchant Account to process credit card payments but would like to utilize the recurring payment feature for our monthly auto pay customers. In order to stay PCI compliant, how can we get our customers to enter their credit card information themselves? We do not want to have an authorization form that includes their full credit card information but I have not been able to find an access point for the customer to enter their credit card information into the Intuit Merchant Center. 

1 reply

November 15, 2022

Thanks for getting in touch with the Community, vicky-aldridge.

 

You can set up autopay for customers who have recurring invoices. This enables them to pay quickly and easily.

 

First you'll need to create your recurring invoices.

 

Here's how:

  1. Create an invoice, then choose Create recurring invoice on the transaction. You can also create them by creating a recurring template.
  2. Specify its frequency interval, as well as a start and end dates. You'll want to be aware that autopay isn't available for recurring invoices with a daily interval or for amounts over $5,000.
  3. Select Save template.

 

When your customers receive their invoices through the email you sent, they'll have a Set up autopay option.

 

You'll also want to make customers aware that autopay can only be used for full payment amounts. If a customer edits their payment amount, Set up autopay will no longer display as an available option.

 

If a customer wants to set up autopay, they'll need to use an Intuit account. They can sign in to an existing one, or create a new one if necessary.

 

Here's how they can get it set up:

  1. They'll need to click Set up autopay to enroll.
  2. Next, the customer will need to sign in to their Intuit account.
  3. They'll want to make sure their autopay checkbox is ticked and displays an appropriate frequency and start date.
  4. When your customer's prepared, they'll need to select their Autopay button to pay the current invoice. After doing so, they'll receive a confirmation email that Autopay has been successfully set up.

 

I've also included a detailed resource about working with autopay which may come in handy moving forward: Set up Autopay for recurring invoices

 

If there's any additional questions, I'm just a post away. Have a lovely day!