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C
cbfind
April 1, 2021
Question

Subscription-based services

  • April 1, 2021
  • 1 reply
  • 0 views

So I offer a service that is subscription-based. If I understand things correctly, after I send the first invoice, I can make that invoice recurring. However, I would like for the customer to be able to pay automatically also. I don't want them to have to enter their details every month. Will they have the option of paying automatically, or is that only available through the QuickBooks Payments service? If so, how can I get their details from the Invoice to enter into Payments? Seems like a hassle for the customer for me to be calling them to get their card number to process. What is the best way to achieve this?

1 reply

M
MirriamM
April 1, 2021

I'm here to help you today so you can allow your customers to auto-pay their invoices, @cbfind.

 

You can set up from QuickBooks Payments to create a recurring credit card payment so you can save time on payment collection. Let me show you how:

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

For more details about this process, see this article: Create a recurring credit card payment.

 

You can also check out this resource to know how to make a recurring sales receipt so you can automatically charge a customer at a given interval: Set up a recurring sales receipt.

 

Should you have more queries about how recurring payments works in QuickBooks, leave a comment below. I'll be around to help you out. Have a great day.

C
cbfindAuthor
April 2, 2021

Well, my services are offered online, so I don’t see my customers in person. Is there any way to get them to fill out the card information themselves? I don’t mind sending them a link to an online form. Otherwise I think I’ll have to go with another service.

J
JonpriL
April 2, 2021

Hello @cbfind,

 

As of the moment, there isn't an integrated way to send a document to let your customer fill in their card information for payment processing.

 

In the meantime, let's consider asking your customers with the correct details of their payment information. And use the detailed steps outlined in this article to enter them in QuickBooks: Add or Edit a Customer's Credit Card Information.

 

Additionally, I've also included this reference for a compilation of articles you can use while working with us: Invoice and Payments for QuickBooks Online.

 

If there's anything else that I can help you with, please let me know in the comments below. I'll be here to lend a hand.

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