How can I send a client a sales receipt, they enter their payment information and an auto payment is generated? I don't want to collect payment info over the phone.

Good to see you here, adrien1.

When creating a sales receipt, you’ll have to manually enter your client’s payment details. Then, QuickBooks Online will automatically process the payment for you. You also have an option to send a copy to your client when saving it.

You can follow the steps in this article on how to create a sales receipt: Process a credit card payment in QuickBooks Online. Just proceed to the Option 2. Also, you must have an active QuickBooks Payments account.

What I can suggest is by sending an e-invoice instead. That way, you can have your client enter their payment details once they receive it. The same with sales receipt, you also must have an active QuickBooks Payments account to do this. We can use this article as our guide: How to let customers pay their invoices online. Please make sure to enter the email address and select Save and send.

You can also read this guide about recurring transactions. This is very helpful especially if your clients pays you regularly. This way, you don't need to process the same transaction over and over again.

I'll be more than happy to help you if you have more questions. Keep your posts coming.

Thank you for your response. I am confused about if there is a way to allow the client to add their payment details instead of putting it in myself? I have a client that is weird about giving payment information out. I'd like to send them a form to input their information into and allow quickbooks to save it and execute recurring billing.

Thank you for your reply. I am still confused if there is a way to send the client a receipt that also collects their payment information. I have a client that is weird about giving out payment information but I need him to be on autopay. I am trying to skip entering his information into quickbooks myself and give him the option to add it himself.

Thanks for coming back, @adrien1.
 

Through sending the Authorization Form, you can get accurate information from your clients.

Before you set up recurring payments, you’ll get a signed authorization form from your customer.
 

Select the Authorization Form link on the Create recurring payment page.  It enables downloading a PDF file that contains the terms of the recurring payment then send out the form to your customer.

Once you get the details, you can proceed process recurring.

Let me share this link that could give you additional information about recurring: Create a recurring credit card payment.

Please feel free to get back to me if you have any more concerns. I'll be glad to get back and work with you. Have a good one!