Automated Recurring Billing (Autopay)

Modified on Mon, 27 Jan at 3:42 PM

There are two main ways to set up automated recurring billing. The “Recurring Sales Receipt” method allows you to set up AutoPay once per customer, then everything works automatically without your intervention. The “Recurring Invoice” method works similarly, but it requires you to do a monthly export of transactions from USAePay and import to QBO. See video instructions of both methods here:

Autopay (Console 1) in ePay with Recurring Sales Receipts in QBO (use this method if amount charged is the same from month to month)	9:25	https://www.screencast.com/t/Kni1a4fKMVU
Autopay (Console 2) in ePay with Recurring Invoices in QBO and export from ePay to QBO (use this method if amount charged is the same from month to month, but you specifically want to use invoices instead of sales receipts)	12:29	https://app.screencast.com/ruo1hkJzXZ86E