Skip to main content
November 12, 2023
Question

How can customers setup autopay on their invoices? Some have done it successfully and others are having a hard time.

  • November 12, 2023
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

November 12, 2023

Hello, @nonstophauling-o.

 

Let me assist you in setting up your customers autopay. Let's collaborate and resolve this matter.

 

Autopay is available on pay-enabled recurring invoices. Let me help you in setting up recurring invoices. Here's how:

 

  1. Create your invoice, then select Create recurring invoice on the transaction. Or, you can create a recurring template through the Gear icon.
  2. Provide the frequency interval, start date, and end date.
  3. Click Save template to save your changes.

 

If you have an existing payment method on your invoice, your customers can use Autopay for both card and ACH transactions.

 

Your customers will continue to receive their invoice emails as usual. However, they can now easily set up Autopay by creating an Intuit account. If the user does not have an account, they should create a new login.

 

To setup Autopay:

 

  1. The Customer can open the invoice and select Set up autopay to enroll.
  2. To access the services, the customer must sign in using their Intuit user ID. (also used for TurboTax and Mint). 
  3. Your customer must ensure that the autopay checkbox is selected with the correct frequency and start date.
  4. our customer can choose Autopay to pay the current invoice and get a confirmation email for the setup.

 

For more detailed information on setting up customer autopay, please refer to this article: Set up Autopay for recurring invoices in QuickBooks Online.

 

Please refer to this article if you have any payment issues in the future.: Fix rejected ACH payments or fees in QuickBooks Payments.

 

If you have more questions about setting up your autopay, feel free to comment below and we'll respond to you as soon as possible. Take care!