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Join nowHi @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.
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?
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.
Thank you for the info and quick reply!
however it’s not exactly what I was asking about. We are a home and lawn company, This is the scenario.
customer puts card on file. We have put it in their profile. Customer needs a one-time handy man job done. We complete the job and “receive the payment” manually from the card he has on file. 2 weeks later he needs his bushes trimmed. We complete the service and charge the card on file. There is nothing recurring about this and will be charged random times in the future as he will have different needs at different times. When I receive the payment it says the payment is processing and the invoice has been paid. BUT there is no email
notification to the customer that there card has been charged for invoice. I sent one via email from the “paid” invoice screen but it said my personal name in it. I thought that was odd. Hope this makes sense and that you can offer some guidance. Thanks!
Let me help with your question about email notifications when payments are processed in QuickBooks, Creekside21.
An email notification will be sent to you once a payment is received. However, the system will not send a receipt to your customer for the payment that's been made. You can manually email the payment to your customers from QBO like you did.
The information on the email that also depends on the details that you provided in the Accounts and settings window. Here's how to check:
I'd also suggest sending a feature request about this directly to our Product Development Team. Here's how:
Our Product Development Team will collect and review product suggestions to help improve your experience in QBO. You can track feature requests through the QuickBooks Online Feature Requests website.
I'd also like to add a couple more articles in case you might them in your future tasks:
The Community is always here if you need anything else.
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