Skip to main content
April 17, 2024
Question

Can we set up autopay for a customer's invoice on our end?

  • April 17, 2024
  • 1 reply
  • 0 views
I send out invoices monthly for my customers.  Some of them do not want to set up autopay through Quickbooks.  They want me to set it up to pay automatically.  How do I do this through invoicing?

1 reply

MorganB
April 17, 2024

Hi there, Kathy571.

 

Thanks for bringing your question forward here in the Community. I'm happy to provide some info about autopay for your customers in QuickBooks Online.

 

The autopay feature is available to you as an Intuit customer if you have an active QuickBooks Payments account and can be used with pay-enabled recurring invoices. Additionally, your customers would be able to pay with this option after setting it up using their own Intuit credentials. Once you have recurring invoices set up here's how to help your customers get started with autopay:

 

1. Your customer opens your invoice and selects Set up autopay to enroll.

2. Next, your customer will need to sign in using Intuit user ID (also used for TurboTax and Mint). 

3. Your customer makes sure the autopay checkbox shows as selected and displays the correct frequency and start date.

4. Once everything looks good, your customer selects the Autopay button to pay the current invoice. They’ll receive a confirmation email that Autopay is set up.

 

The following article provides even more details about setting up Autopay for recurring invoices in QuickBooks Online.

 

With this info your customers will be able to autopay their invoices. Please feel free to drop a comment below if you have any other questions. I'll be here to lend a hand.

March 9, 2025

This did not answer the question... we know that the customer has the ability to set up auto-pay on their end, we need to know if we can set it up for them?? i.e. I have my customer's credit card info and she wants me to put her on autopay... how do I do this?