Question

I have my clients credit cards stored in their personal information. How do I charge the card AND allow them to be able to see an itemized invoice as well?

Forum|Forum|5 years ago
August 25, 2020
2 replies
26 views

No text available

QuickBooks Online

Level 1

Hi @realpurdy1 , you could send invoice to client's email. If you want to sync credit card account to QBO through these steps. Comment back, cheers.

K

Klent

Level 8

I can help you with that, realpurdy1.

When you accept credit card payments from your customers, you'll need to enter the customer's credit card information in the Payment and Billing tab. I'll guide you how:

Select Sales from the sidebar menu, then choose Customers.
Choose the appropriate customer.
Select Edit in the upper right. If you can't see the Edit button, you need to set up the credit card payment methods in the Payment List.
Go to the Payment and Billing tab.
Select the appropriate payment method (credit card) from the Preferred payment method drop-down menu.
Click the Enter credit card details button.
Enter the new card information, then select Save to complete the process. (After you save the entry, you can only view the last 4 digits of the card number.)

To ensure that your customers will receive an itemized invoice email, we'll have to enable all the columns and choose the Full details option on your invoice template. Here's how:

Click the Gear icon, then select Custom Form Styles.
Choose the appropriate invoice template. (You can also click the New Style button to add a new one.)
Select Edit from the Action column.
Go to the Content tab, then click the body of the invoice.
Select al the appropriate columns.
Go to the Emails tab, then choose Full details from the How your invoice appears in emails section.
Click Done to save the changes, then go back to the Custom form styles page,
In the Action column, click the drop-down arrow then select Make default.

To learn more about the tips and tricks in personalizing your invoices, you can read this guide: Customize sales forms.

I've also included an article that will help you keep track and organize your customers in QuickBooks Online: Manage your customer list.

You can always find me here if you have any other concerns or follow-up questions. Assistance is just a post away.

C

Creekside21

This was a helpful thread. I have saved the credit card to the customers profile. I created an invoice and received payment using the credit card on file. It says “processed”. I’m just wondering if the customer will get a notification that their card has been charged and to what invoice?

R

Rasa-LilaM

QuickBooks Team

I'm here to help and address your payments concern, Creekside21.

I'm glad to hear that the solution shared in this thread is extremely helpful to users. This drives us to provide the best solution that our customers need.

In QuickBooks Payments, you can let your customers know when the processed payment has occurred by activating the Recurring Payments option. When this feature is turned on, they’ll receive an email each time they’re charged. In regard to the notification that your clients are charged for their credit cards, they’ll be informed about the transaction by checking with their Financial Institution (FI).

Here's an article that provides detailed instructions on how to activate the Recurring Payments feature: Turn on or off Customer Notification Emails for Recurring Payments. From there, you'll learn about setting up company-wide preferences for recurring payments.

Also, the resources below contain topics on how to handle any QuickBooks Payments related-activities seamlessly. For example, troubleshoot card reader issues, manage your clients’ payment accounts, and process refund requests or payments.

Don’t hesitate to leave a comment below if you have additional questions about processed payments and notifications. I’ll be around to answer them for you. Wishing your business continued success.

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