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danielmrktr
July 19, 2024
Question

How can I setup recurring invoice for autopay when first month is more than other months?

  • July 19, 2024
  • 1 reply
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I typically set up 6-month contracts with clients and like to have them on Autopay. Months 2-6 are usually the same amount, but the first month has an additional "Set up fee." 

 

Is there a way to set up clients on Autopay with a single invoice and allow them to establish autopay when the monthly amounts are not the same as that first invoice? I usually send a separate invoice for the set up fee and another for the monthly recurring payment. Is that the best way to tackle is? I'm trying to avoid sending additional invoices if not necessary. Thanks.

1 reply

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I used to have an invoices sho
July 19, 2024

I'd be glad to discuss some information about setting up recurring payments in detail, Danielmrktr.

 

QuickBooks Online doesn’t support autopay for invoices with different amounts. However, you can create a recurring sales receipt as a workaround. This method lets you schedule recurring transactions, so you don’t need to create them manually each time.

 

Here are the steps you can follow to manage this:

 

  1. Go to Settings ⚙ and choose Recurring transactions.
  2. Click New.
  3. Hover through the Transaction Type▼ dropdown menu, select Sales Receipt, and then OK.
  4. Enter a template name. This won’t appear on the transaction.
  5. From the Type▼ dropdown menu, click Scheduled.
  6. Choose the customer's name from the Customer▼ dropdown menu. Then, verify the email. You can select Automatically send emails to send your customer notifications when you process their payment.
  7. 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.
  8. Enter the start date and when it should end.
    • None will repeat without end.
    • If you select By, enter the end date.
    • If you choose After, you can enter the number of times you want the sales receipt to repeat.
  9. Select the Payment method▼ dropdown, and click Credit card type or Check.
    • Credit card type: Select Enter credit card details to enter the customer's credit card information. Then, select OK.
    • E-Check: Select the authorization link to send the Bank Transfer Authorization form to your customer. Check the box to ensure the payment will be processed each time a form is created.
  10. Enter the line for the product or service and the amount, and press Save template.

 

For a comprehensive guide to the process, I recommend referring to this article: Set up a recurring sales receipt in QuickBooks Online.

 

Moreover, setting up automatic payment processing in QuickBooks is available in QuickBooks Payments. You may check out this article for additional information on accepting online payments for online and in-person sales: Receive and process payments in QuickBooks Online with QuickBooks Payments.

 

If you need further assistance with payment-related concerns in QuickBooks, please feel free to reach out. I'm here to help. Have a productive day!

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