Connect with and learn from others in the QuickBooks Community.
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.
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:
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:
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.