how to change recurring payments in qb for mac

If you can't edit a field, check back in the bullet list of editable fields in this article to find out why. Only certain existing schedules are editable. The Next Bill Date is dynamically calculated based on a payment's Start Date, Frequency and End Date. Important: If you make changes to the fundamental terms of a recurring payment, get a new signed authorization form from your customer. Only enter the card number if it has changed as well. Credit Card Expiration Date: If the card number has not changed, then only enter the new expiration date and do not re-enter the same card number.But, you can't edit the End Date for payments with frequency set to Once. You can even change the End Date of expired payments. End Date: You can change the End Date to tomorrow or any day after that.Day of Month: If the frequency is Yearly or Monthly and the start date has passed, you can choose the day of the month on which you want the next payment to occur.Frequency: only if the current frequency is monthly or yearly.If this field is not editable, it means the start date is passed, and you can't change it. Start Date: only if the Start Date is still in the future (tomorrow or later).Amount: only prior to the first monthly cycle if items are used, otherwise at anytime if items are not used.Locate the section that contains the information you want and click that section's Edit link.

Click the customer name to view details.Sometimes, you can also change the billing schedule. You can change the amount, update a customer’s name, address, credit card number or card expiration date. In some cases, you can make changes directly within the list. To change a recurring payment, click the customer name to open payment details.

If you use standalone Recurring Payments, sign in to your Online Service Center, go to the menu bar on any page and choose Processing Tools > Manage Recurring Payments.

If you sync recurring payments with QuickBooks, open QuickBooks and choose Customers > Credit Card Processing Activities > Set Up Recurring Payments.

To open the Manage Recurring Payments page do one of the following: You can drill down for additional details, modify or suspend recurring payments, and customize this report. Where to manage recurring paymentsĪfter you set up recurring charges, you can view and access them through the Manage Recurring Payments page. Note that payments that were already processed CANNOT be modified.

This article outlines the steps in modifying, suspending and tracking your existing recurring payments.

How to change recurring payments in qb for mac