![]() ![]() If you have any additional questions regarding the process of saving customer credit card information for Autopay, please don't hesitate to let me know. Let me show you how: Navigate to Bookkeeping then Transactions then All Sales (Take me there), or go to Banking the All Sales (Take me there). If you wish to view all your sent statements, simply proceed to the All Sales page. I would like to mention that the second attachment you shared has been removed for security purposes. yesterday I have a few steps for you to look for the sent ledger statements in QBO, Fands. Take and process payments in QuickBooks Online with QuickBooks Payments. ![]() Set up Autopay for recurring invoices in QuickBooks Online.Īdditionally, I've collected some relevant articles you can check out to manage and set up Autopay in QuickBooks: Enter the new card information, then select Save.įor more insights, you may utilize this link to update a customer's billing information: Edit a customer's credit card information.Click the + Add link in the upper right.Select the current card number below the Preferred payment method line.Note: If you can't see the Edit button, you need to set up the credit card payment methods in the Payment List.Navigate to Get Paid & Pay, then select Customers ( Take me there ).Since your customer faces challenges in saving their card information, you have the option to record it within their profile. If they do not possess an Intuit account, they will be required to create a new login. They must have an Intuit account to utilize autopay. I'm here to provide some insights to help save the debit card info of your customer and successfully set up the Autopay feature, customers are accustomed to receiving the invoice email, but they now have the option to configure Autopay. ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |