Recurring Payments for Service Plans and Repeat Billing
Recurring payments can support maintenance plans, memberships, retainers, scheduled donations, subscriptions, and repeat invoices. A responsible setup documents authorization, security, notifications, failed-payment handling, cancellations, refunds, and reconciliation.
Cards and ACH
Confirm how customer authorization, stored payment methods, schedules, receipts, returns, declines, refunds, and account updates are handled for each payment method.
Fixed and variable billing
Explain the amount, frequency, notice, authorization, and cancellation rules for fixed plans, usage-based charges, recurring invoices, and automatic charges.
Failures, pauses, and cancellations
Define who handles declined cards, returned ACH transactions, expired cards, retries, pauses, cancellations, prorated amounts, refunds, and disputes. Test the workflow before launch.
Accounting and local support
Confirm how recurring invoices, fees, refunds, returns, and deposits reach the accounting system. Custom Payments LLC is based in Devon, PA, with Robert Staschak as a direct owner contact for payment-workflow questions.
Frequently asked questions
What is the difference between a recurring invoice and an automatic payment?
A recurring invoice creates a scheduled amount for review and payment. An automatic payment charges an approved card or bank account according to an authorization and schedule.
How should a business handle a failed recurring payment?
Document the decline or return, notify the appropriate staff or customer, follow the permitted retry process, update the receivable, and offer an approved alternate method when appropriate.
Can recurring billing work with QuickBooks?
It may, depending on QuickBooks, the processor, gateway, connector, and billing configuration. Confirm invoice, deposit, fee, refund, and cancellation behavior.
Continue your research
ACH payment processing · QuickBooks payment processing · ACH and B2B resources · Request a workflow review