We are happy to provide our users the best steps to set up recurring payments with their customer, however it sounds as though user may want to reach out to their support team, this is because user obviously know the proper procedure to set up recurring payments as they have done it with other customers. Whatsoever the issues they are getting likely lies somewhere in the customer profile and without being able to access their account here in the Community because this is a public forum setting, they will be able to properly assist their users. First off, the steps to set up recurring payments with the help of QuickBooks Desktop Helpline Number.
Users may set up from QuickBooks Desktop machine:
This process lets you create a recurring payment for an invoice, payment, and sales receipt.
- First, navigate to Customers, then click & select Credit Card Processing Activities.
- Next, click & select Set Up Recurring Payments.
- Users can find the name of their customer on the search field. If it’s a new customer, then click & select Add New.
- Under Invoice Type
- In case, if you want an invoice and payment, then click & select Itemized List, then fill out the fields.
- In case, if you want a sales receipt, then click & select Amount Only, then type the amount.
- Users can also fill out the fields under Payment Method, then click & select Next.
- Users can verify all info and terms of the payment setup matches with the signed authorization form, then select Submit to save or Edit if they need to make changes.
Note:
In case, if users update their customers info, then they need to make sure to close and re-open their QuickBooks to sync data with our system. Usually, recurring charges occur at midnight of the transaction date and may take up to a few hours to sync.
Users can also check out the frequently asked questions for recurring payments in QuickBooks Desktop with the help of QuickBooks Desktop Helpline Number.
Conclusion:
Hopefully, the above given article will be a help for users to know how to unable to setup a Recurring Payment in QuickBooks Desktop with the help of QuickBooks Desktop Helpline Number. If they still want to get in touch with oursupport team, you need to visit our website www.quickbooksupport.net. In case, if you have any other questions, please write an email to us at support@quickbooksupport.net.
