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K
KSMiller
April 7, 2024
Question

Can QuickBooks send an email notification to my customers for upcoming recurring charges to their credit card?

  • April 7, 2024
  • 1 reply
  • 0 views
I have customers that pay a small annual subscription fee. In QBO, we setup annual recurring sales receipts which triggers customers calling to cancel their account and issue a refund. I get emails from other web sites where I have subscriptions and these allow me to either cancel my account or let the payment go through.

1 reply

M
MichaelaS
April 7, 2024

Let me share insights regarding sending email notifications for your recurring sales receipt payments, @KSMiller.

 

When setting up recurring sales receipts, you will prompted to enter the customer's email address and given the option to enable automatic email sending. This feature ensures that customers receive email notifications for upcoming recurring charges. Therefore, your customers will be the ones to decide if they will accept the charges on their end.

 

I'm also adding this article if you need help setting up automatic payments: Set up Autopay for recurring invoices in QuickBooks Online.

 

Please let us know if you have other queries about recurring transactions. I'm here to help. Take care.

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