Skip to main content
A
aquaguys
December 1, 2022
Question

Recurring transactions

  • December 1, 2022
  • 1 reply
  • 0 views

I have a client that was set up on recurring payments via her credit card. Recently she is no longer a client of mine, I deleted the recurring payment set-up yet she is still being charged. I have gone back into the setttings and I have no saved recurring transactions and upon reviewing her through my customers tab there are no payments coming through and linking to her account. She is sending me her bank statements and her credit card is most definitely getting charged once a month from our company. Any idea how to review this on my end and make sure I did not miss a step when deleting her recurring payments and as a QB customer?

1 reply

Q
QueenC
December 1, 2022

Welcome to the Community, @aquaguys.

 

I'm happy to assist you today so we can ensure that everything is fine. 

 

First off, we need to make sure that the recurring payment has been deleted correctly. To do this, let's perform deleting it again. I'd love to share the complete steps:

 

  1. Sign in to your Merchants Account.
  2. Go to the Processing Tools menu.
  3. Select Manage Recurring Payments.
  4. Find the template on the list.
  5. Click the Status drop-down.
  6. Hit Delete.

 

In addition, QuickBooks Online also set up automatic payments for recurring invoices. I've included the article in case you want to utilize this feature in the future: Set up Autopay for recurring invoices in QuickBooks Online. 

 

Feel free to leave a comment below to keep me posted if there's anything else I can assist you with deleting a recurring payment. I'll return quickly to assist you.

Terms & ConditionsAccessibility statement