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Level 1

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?

 
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Level 6

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?

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.

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QuickBooks Team

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?

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:

 

  1. Select Sales from the sidebar menu, then choose Customers.
  2. Choose the appropriate customer.
  3. 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.
  4. Go to the Payment and Billing tab.
  5. Select the appropriate payment method (credit card) from the Preferred payment method drop-down menu.
  6. Click the Enter credit card details button.
  7. 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:

 

  1. Click the Gear icon, then select Custom Form Styles.
  2. Choose the appropriate invoice template. (You can also click the New Style button to add a new one.)
  3. Select Edit from the Action column.
  4. Go to the Content tab, then click the body of the invoice.
  5. Select al the appropriate columns.
  6. Go to the Emails tab, then choose Full details from the How your invoice appears in emails section.
  7. Click Done to save the changes, then go back to the Custom form styles page,
  8. 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.

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