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H
heavenlyrhythm
September 12, 2023
Question

Customers setting up autopay

  • September 12, 2023
  • 3 replies
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3 replies

J
Just_me
September 12, 2023

@heavenlyrhythm   You might want to add some detail, and maybe a question.  Otherwise, no one knows what it is you need. 

Angelyn_T
Angelyn_T
September 13, 2023

Hi, heavenlyrhythm. Allow me to provide some insights regarding the Autopay feature in QuickBooks Online (QBO).

 

Autopay is available on pay-enabled recurring invoices. If you need help utilizing the Autopay feature for your transactions, make sure to set up recurring invoices by following these steps:

 

  1. Create your invoice, then select Create recurring invoice on the transaction. Or, you can create a recurring template through the Gear icon.
  2. Indicate the frequency interval, start date, and end date.
  3. Select Save template when done.

 

If you already have an existing template, you don't need to create one. Your customers can access Autopay by using the payment methods you've chosen on your invoice. Autopay works for both card and ACH transactions.

 

Your customers will keep getting their invoice email as usual, and now they can set up Autopay. To do this, they need an Intuit account. If they don't have one, they should create a new login.

 

To setup Autopay:

 

  1. Customer can open the invoice and select Set up autopay to enroll.
  2. The customer will need to sign in using Intuit user ID (also used for TurboTax and Mint). 
  3. Your customer should ensure that the autopay checkbox is selected and shows the right 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.

 

 You can run through the details from this article to gain a deeper understanding of the process: Set up Autopay for recurring invoices in QuickBooks Online. The same link will guide you on how to check the autopay status of your customer.

 

If you encounter declined payments in the future, use the solutions provided in these articles to fix the issue: 

 

 

Please let me know in the comment section below if you have follow-up questions while setting up Autopay for your invoices. I'm just a few clicks away to help you again. Have a good one!

C
Charmaine Kissmann
January 20, 2024

Is Autopay available in Canada? I followed all the steps - sent a recurring invoice to myself as a test, and there is no autopay option for the customer.

R
RCV
January 20, 2024

I can see the benefit of having auto-pay as an option on your invoices so you can get paid faster and automatically, Charmaine.

 

The Auto feature is only available in the QuickBooks Online (QBO) US version. I recommend taking advantage of the recurring receipts function. This allows you to automatically charge your customer's card at a date that you set up on your end. Here's a helpful article that provides more info about how to set it up in the QBO Canada version: Create recurring transactions in QuickBooks Online. The article does a great job of showing you how to use and enter a recurring entry in QuickBooks. 

 

In the QBO US version, we can enable Autopay by needing a QuickBooks Payments account. The Autopay feature is available on pay-enabled recurring invoices.

 

If you already have a recurring invoice setup, you don’t need to create a new one. Autopay is available for your customers if they use the payment methods you’ve selected on your invoice. Autopay works for both card and ACH transactions. Then, follow Step 2 in this article to finish the process: Set up Autopay for recurring invoices in QuickBooks Online. 

 

I've additionally included a detailed resource about working with recurring payments that may come in handy moving forward: Recurring Credit Card Payment FAQs.

 

Feel free to inform me of any other issues regarding customer transactions. I'm here and ready to assist. You have a good one. 

    X
    xs32
    January 23, 2025

    Hello, can you enter the credit card info yourself if you have it for the autopay?

    J
    JorgetteG
    January 23, 2025

    Welcome to the Community, Xs32.

     

    For security reasons, QuickBooks Online does not allow users to enter a customer's credit card information for autopay. Instead, customers are encouraged to securely input their credit card details through a dedicated payment link or the customer portal.

     

    This process ensures all credit card information is handled securely and complies with industry payment standards.

     

    To gain more insights into this feature, please refer to the video or article: Set up Autopay for recurring invoices in QuickBooks Online. This resource will guide you through the steps to enable autopay for recurring invoices.

     

    Additionally, you may find these resources helpful for managing your payments effectively in QuickBooks. Ensuring your accounting records are always up to date and maintain financial accuracy:

     

     

    Furthermore, you may want to explore QuickBooks Live Bookkeeping to streamline your accounting processes, ensure accuracy in your financial records, and provide expert support, allowing you to focus more on growing your business.

     

    It was great helping you understand our payment security measures. If you need further assistance setting up autopay or have any other questions, our support team is just a message away, and we'll be happy to help you.

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