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priyankam
November 1, 2024
Question

I'm trying to direct debit my customers monthly for the lessons they take. Some months they take 4 lessons and some 5 lessons. Ideally something recuring I change monthly

  • November 1, 2024
  • 1 reply
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I would like to set up a monthly direct debit (I have authorization) for all my customers where I have the flexibility to change the amount of lessons they used (their base rate will stay the same). I would process their account/routing number. What is the best way to go about htis?

1 reply

JaeAnnC
JaeAnnC
November 1, 2024

You can set up the Autopay feature for recurring invoices in QuickBooks Online (QBO) to automatically charge your customers monthly, @priyankam. Let me explain how it works.

 

With QuickBooks Payments, the Autopay feature allows customers to pay their recurring invoices automatically. However, please know that it will be canceled once you edit the invoice amount.

 

To enable the Autopay feature, create a recurring invoice. Once your customer receives the email, let them open the invoice and select Set up autopay.

 

Please refer to this article for more in-depth information: Set up Autopay for recurring invoices in QuickBooks Online.

 

Moreover, you can change the bank account where QBO deposits payments every time you process credit card and Automated Clearing House (ACH) transactions.

 

Please ensure to click the Reply button below if you have other concerns regarding the Autopay feature in QBO. We'll be happy to entertain your queries. Stay safe.

P
priyankamAuthor
November 1, 2024

Hi, this appears to contradict what I was emailed before by quickbooks:

 

Hi Priyanka! I am sending you this email to do an intervention about your recurring transactions that has an auto payments. We really acknowledge your sentiments about this matter. However on changing the amount of the recurring transaction before it will occur will really cancel the autopayment setup. You can follow this guidelines for your future references.s/replypage/board-id/reports-and-accounting/message-id/230423/attachments-key/57801a39-2d96-4795-b8f7-8298313d7e50

 

I would rather direct debit without doing an autopay by using sales receipt. I was told this was possible I just want to get some clarity on how it would work. Thanks.

I
IrizA
November 1, 2024

You can indeed use the sales receipt as your recurring transaction, priyankam. Let me share more details on how you can achieve this. 

 

In QuickBooks Online (QBO), you can create a recurring sales receipt without enabling the autopay feature. Also, you can deactivate the autopay option from your side by locating the email you received requesting autopay confirmation.

 

Once you find it, click the Manage payment link and sign in to your Intuit account. From there, you can select the Cancel autopay option. It's important to note that you cannot cancel individual payments.

 

Here's how to create a recurring sales receipt:

 

  1. Go to the Gear icon at the upper right corner, then choose Recurring Transactions.
  2. Click the New button, choose Sales Receipt, then click OK.
  3. Fill out the details in the Sales Receipt entry.
  4. Choose or add your Payment Method by clicking the dropdown.
  5. After reviewing the recurring transaction, click the Save template.

 

Additionally, you can access this material to learn more about recurring sales receipts: Set up a recurring sales receipt in QuickBooks Online.

 

You can also use this article if you have one or more recurring transactions that weren’t created: Fix failed recurring transactions in QuickBooks Online.

 

We're always here to help you with your recurring transactions, priyankam. We're here to help you out.

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