How do I set up an invoice to collect a clients credit card information for me to later submit to a supplier for them to process it?

I'd like to help you with your concern, casherj.

If you want to create an invoice and accept payments in your QuickBooks Self-Employed account, It only takes a few easy steps. This process will add a Pay Now link on the customer's invoice, so they can pay using Credit card or Bank transfer (ACH). Then, QuickBooks automatically deposits your customer's payments in your bank account.

To do enable the payments feature, you can follow these steps:

1. Go to Invoices on the left panel.
2. Click the Create Invoice button. 
3. In the Ways to Pay section, press the Activate payments link and follow the on-screen instructions. 
4. After you activate payments, select the Credit card or Bank transfer (ACH) toggle to turn on the options.
5. Hit the Email option to send the invoice to the customer's email address.

You can check out this article for more information about creating an invoice: Create invoices in QuickBooks Self-Employed.

On the other hand, if you're trying to get the customer's credit card information from the paid invoice, you'll want to reach out to our Payments Support Team. They can access your account information in a secure environment.

Here's a link where you can get our contact information: Contact Payments. You can also find other the articles here for guides and tutorials.

I'm just a post away if you need more help with QuickBooks Self-Employed. Have a great day!

Hello and thank you for your reply. 

Having the client pay is not the issue, but rather I need to collect the actual credit card information so that I can have a third party process them.

So ideally I would like a form that they can enter the information into the invoice. What I am trying to ideally achieve is send them an invoice that allows the client to send back a PO with the credit card info at bottom like in the attachment. It would be ideal if I could recreate that document.

Thank you

Being able to collect the actual credit card information isn't an option in QuickBooks Self-Employed (QBSE), casherj.

If you have a QuickBooks Payments account, clients will enter their credit card information when processing payment online. However, they won't be able to send it back to you in QBSE.

I suggest sending feedback to our Product Team so they can take a look at this feature. For now, you can continue to use the default invoicing feature in QuickBooks.

I've added these links since tax season is coming:

• QuickBooks year-end guide
• QuickBooks Self-Employed annual tax guide.

Let me know if you need additional information by commenting below. I'm always right here to help you.