Is customer invoice Autopay currently not working?

Thanks, Ethel.  It is definitely an inconvenience for new customers who want to sign up for Autopay but can't.  It's a major disruption to business when customers have been using and relying on Autopay for many, many months and all of the sudden it doesn't work.  And it's frustrating that this disruption in service has never been communicated by QB or Intuit to business owners or customers.  I'm hopeful they can resolve this issue quickly, and even more hopeful they'll communicate when that fix is in place.

Hi there, @AirSpeedWireless.

Thank you for reaching out to the Community.

Currently, we have an ongoing investigation about being unable to process the scheduled payments. Rest assured that our engineers are doing their best to fix it as soon as possible.

I understand that you've already contacted customer service. However, you'll need to get in touch with them again so they can add you to the list of affected users and for you to get notified once the issue is resolved.

Here's how :

1. Click the (?) Help icon in the upper right-hand corner of the dashboard.
2. Select Talk to a Human.
3. Enter a short description of your concern and press Enter.
4. Click I still need a human.
5. Select Contact Us to connect with our live support.
6. Choose Get a callback.

Meanwhile, you can download an updated list of your transactions from your bank's website. Then, upload them to QuickBooks using a CSV file. After that, you can categorize them in the For Review tab.

For more detailed steps, please refer to this article: QuickBooks Online Support.

For your future reference, you can check this article to view the status of transactions: View sales transactions

 Feel free to reach us out again, if you have further concerns.

So do you mean automatic payments will processed as normal going forward?

We acknowledge the need to get this issue resolved, @Wimberly05.

QuickBooks Online automatically applies the customer's existing payment from the previous transaction to their new invoice. That explains why your newly created Invoice gets marked as paid. 

First, we can turn off the Automatically apply credits. Here's how:

1. Go to the Settings ⚙.
2. Choose Accounts and Settings. 
3. On the Advanced tab, select Automation.
4. Under Automation, toggle off the Automatically apply credits.
5. Then, Save. 

Next, delete the payment linking between the Invoice and the existing payment. Here's how: 

1. On the left navigation panel, click Sales. 
2. Under Invoices, select the specific Invoice transaction (the one that gets paid automatically). 
3. Click Edit.
4. Hit the "1 payment made.." and then, the date.
5. At the More menu, select Delete.
6. Then, Yes to confirm. 

Now that the Invoice isn't marked as paid anymore you can send it to your customer already. 

Normally, these steps are expected to work but it the issue persists it would be best to contact QuickBooks Online Support.

You can also check these articles for more insights:

• Create and apply credit memos or delayed credits in QuickBooks Online
• Send invoice reminders automatically or manually in QuickBooks Online

Feel free to visit the Community again if you have further queries. We are happy to help. Keep safe and have an amazing day. 

I can see the urgency of resolving your concern about setting up autopay in QuickBooks Online (QBO), 4860. This way, payments from customers will be processed automatically.

The support you spoke with is correct about the ongoing investigation for autopay features. Please know that our engineers are currently working on this to sort it out as quickly as possible. Since they are working on this internally, please know that we cannot provide a turnaround time regarding their efforts.

On the other hand, since you have already contacted them, you'll be added to the list of affected users and will receive their progress via email. Once resolved, you can refer to this article for complete guidelines for setting up autopay: Set up Autopay for recurring invoices in QuickBooks Online.

I appreciate you for being patient while we work to fix this issue. We know it's causing inconvenience, but please know we're doing everything we can to resolve it as soon as possible. Take care!

I recognize how frustrating this situation could be, as this impacts your business operations, @lpblue . Allow me to add ways and route you to the best support to address this effectively.

Have you encountered a specific issue while accessing the location feature? It would help us if you could provide additional details to narrow down the root cause of this concern.

The Tracking location is available for both Plus and Advance users. You can refer to the setup and use the location tracking guide for detailed instructions to configure it correctly to enable functionality.

For autopay, QuickBooks Online's Autopay lets customers(payors) make payments for recurring invoices automatically if the QuickBooks Payments account is connected and activated, then ensure to set up autopay correctly by following this article: Set up Autopay for recurring invoices.

If you've followed all the steps and the issue persists, I recommend contacting our Technical Support team. They can utilize screen sharing to conduct a thorough investigation and find you a fix in a secure environment.

Here's how:

1. Sign in to your QuickBooks Online company.
2. Go to Help.
3. Select the Search tab, then choose Contact Us.
4. Type in your issue or concern in the field.
5. Hit Continue.
6. Click the Chat or Callback option.

Our support hours for Plus, Essentials, and Simple Start are Monday-Friday, 6 AM to 6 PM PT, and Saturday, 6 AM to 3 PM PT, Advanced, any time, any day.

Moreover, check this article to help you create personalized sales forms inside the program: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Keep me posted if you have other questions about handing over invoices and payments. I'll find ways to find a fix. Stay safe.