Setting up autopay at the customer account level in QB online

Utilizing Autopay helps process payments automatically, CredentialingConsultants of Fl. I'm here to share details and help you auto-deduct the funds.

QuickBooks Online lets you set up automatic payments for recurring invoices with Autopay. However, you can't modify the transactions you set up to recur. Once you edit any of the fields mentioned below, the Autopay will be canceled:

• Total amount
• Frequency
• Terms
• Payment options
• Email address
• Customer name

Since your invoices have inconsistent amounts, I recommend using a sales receipt. It'll automatically charge the customer without manually paying the transaction.

1. Go to the Gear icon and select Recurring transactions.
2. Click New.
3. Select Sales Receipt in the Transaction Type drop-down menu, then click OK.
4. Enter a template name.
5. From the Type drop-down menu, choose Scheduled.
6. Choose the customer, then verify the email.
7. Set the interval, then enter the start and end date.
8. Add the payment method and then Save template.

For more information about the process, please see this article: Set up a recurring sales receipt.

Alternatively, you can also create a regular pay-enabled invoice instead. However, the customer will pay for the entry manually.

Finally, I've added this article to help you check when QuickBooks deposits customer payments into your bank account to ensure you receive the payment on time: Deposit speeds.

Please don’t hesitate to leave a message below if you have other questions or concerns about setting up auto payment. I’m always here, ready to help you out.