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graceatworkweb
April 18, 2024
Question

How can my client change their autopay payment method if they have a new credit card?

  • April 18, 2024
  • 1 reply
  • 0 views
I've got a handful of clients who's autopay is failing, but we can't figure out how to update the payment on file. What do I tell them?

1 reply

April 18, 2024

Hello there, graceatworkweb.

 

Rest assured that I'll be guiding you on how to change your client's autopay payment method in your QuickBooks Online.

 

Customers can update their payment information by selecting Manage Payment in the autopay confirmation email. Some credit cards will automatically update the expiry date with the new information. However, if the customer wishes to make the changes manually, they can cancel the autopay and set up a new autopay with the updated card details.

 

Moreover, your customers have the option to cancel the autopay, they can use the pause or delete actions on recurring invoices. Here's how:

 

  1. Access Settings.
  2. Then select Lists and choose Recurring Transactions
  3. From there, they can locate the recurring invoice they want to pause.
  4. Select either Pause or Delete from the Action column.

 

Alternatively, the customer can also cancel autopay from their confirmation email. To do this, they need to select Manage Payment in the confirmation email, sign in to their Intuit Account, and select Cancel Autopay. Also, please note, that individual payments cannot be canceled.

 

Moreover, I'm adding this helpful article as your reference on how to receive and record invoice payments also, accept electronic customer payments for online invoices and in-person sales: 

 

 

Let me know whenever you have queries about QuickBooks autopay. We're always around to assist you further. Stay safe and well!

September 4, 2024

Similar issue, but my customer doesn't have the confirmation email - what are our options here? They owe for 3 previous months and haven't been able to update their payment details for autopay yet. She wants me to 'resend' the confirmation email, but I never sent one in the first place - I'm assuming it's automatic through QB. Thanks.