How to setup auto pay for customer?

Hello there, juniordunn.

We understand the importance of a seamless payment process. With the Autopay feature, QuickBooks Online (QBO) and Payments Merchants can offer their customers a convenient way to set up automatic payments for recurring invoices. I'm here to help and guide you through the process. 

Your customer needs their Intuit account to use autopay. If they don't have one, they'll need to create a new login. Once completed, inform them to perform the following steps:

1. Inform your customers to open your invoice and select Set up autopay to enroll. 
2. Next, let them sign in using their Intuit user ID (also used for TurboTax and Mint). 
3. Make 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. Please know that they’ll receive a confirmation email that Autopay is already set up.
   
   

If you wish to confirm whether the option has been enabled for an invoice, simply refer to the Activity Tracker. Here's how:

1. Head to the Sales menu on the left panel and choose Invoices.
2. Find the invoice you wish to check for payment status. 
3. Select the status field of that sales form line to bring up the activity tracker panel.

Explore this guide to obtain detailed information about the process, including answers to frequently asked questions about the feature: Set up Autopay for recurring invoices.

Moreover, these resources consist of tools that can assist you in managing customer payments, setting invoice reminders, and performing other payments-related activities:

• Take and process payments in QuickBooks Online with QuickBooks Payments
• Send invoice reminders automatically or manually in QuickBooks Online
• QuickBooks Payments FAQ
  
  

Don't hesitate to contact me if you have any queries or need further assistance with the AutoPay function. I'll be more than happy to assist you and provide any necessary information. Wishing you a wonderful day ahead, juniordunn.