how to setup recurring payments in qb for mac

Your customer will receive a cancelation email for future Autopay transactions. Important: You'll cancel Autopay if you change the following on the Recurring Template: You’ll also receive an email confirmation for each successful payment. There is no path to move your QBSE transactions to either one of the others either. As I understand it QBSE can not do recurring transactions.

If an invoice is due on receipt, the payment will be taken as soon as the invoice is created by the recurring template. QB Self Employed, How to add recurring Payments. When you see the Autopay Scheduled status under the invoice activity section, then you know your customer setup Autopay.Īuto payments deduct from your customer 3 days before the due date of the invoice or immediately if the invoice is due in less than 3 days. Select the status field of that invoice line to bring up the activity tracker panel.Find the invoice you wish to check for payment status.Go to Get paid & pay and select Invoices ( Take me there).Choose the date when you want the recurrence to begin in the next field, and then tell QuickBooks how many total transactions you want (memorized transactions can be edited, so you can always change this). If you'd like to check if Autopay is set up for an invoice, view the Activity Tracker. Open the drop-down list next to How Often and make a selection from options like Twice a month, Monthly, Quarterly and Annually. Step 2: Check the autopay status of your customer They’ll receive a confirmation email that Autopay is set up. Once everything looks good, your customer selects the Autopay button to pay the current invoice.Your customer makes sure the autopay checkbox shows as selected and displays the correct frequency and start date.Next, your customer will need to sign in using Intuit user ID (also used for TurboTax and Mint).To setup Autopay, your customer opens your invoice and selects Set up autopay to enroll.If they don't have an Intuit account, they'll need to create a new login. Your customer needs their Intuit account to use autopay. If your customer edits the amount, then the Autopay option no longer displays. Your customers receive the invoice email normally, but now they have the option to set up Autopay.Īutopay can only be set up for the full amount.

How to setup recurring payments in qb for mac