@AnyKeyPC

 Ugh - I had the fear that this would likely be the only way to accommodate what I am hoping to achieve. Thanks for your response.

I don't understand how QB doesn't have an option for you to send an authorized form to collect a customer's credit card information only. And then that (in its encrypted form) can be saved under the customer profile within Quickbooks so that the vendor can process the charge automatically on the card each month (without having to send an invoice and chasing down payments, etc.).

Because the developers at Intuit are too busy focusing on ways they can sell you more subscription services and products and less focused on how to make the software more efficient. It's the exact reason that I've started working on alternative products to work in conjunction with QuickBooks Online and other products - to give them the features that the developers should have added in the first place, but that leadership doesn't care to back.

Hello there, @shroff8367.

I understand that it's important for you to have the ability to send an authorized form to collect a customer's credit card information and easily process the charge on the card each month. Currently, this feature isn't available yet in QuickBooks Online. I suggest submitting a feature request to our product development team so they can consider adding this functionality in the next update. To do so, here's how:

1.  Select the Gear icon, then choose Feedback.
2. Enter your comments or product suggestions.
3. Select Next to submit.

You can visit this article: Edit a customer's credit card information in QuickBooks Online. It contains details on how you can update your customer's billing information. 

If you have further questions about customer credit card info, don't hesitate to reply to this post. We're always here to support you.

Hi! I am having a similar issue to @shroff8367 

Our business is a service/ labor based business - in which jobs often take a longer time to complete than the deposit amount covers..

in which case, we have authorization to charge the card on file for the balance after service is rendered.

I would like to be able to collect card information for future use via an invoice.

However, there doesn't seem to be a way to do this unless the customer checks a box on the payment page... but this requires my customer to have an intuit account.

I believe registering an account is an undue burden on my customer that none will likely complete.

is there a work around for this? Stripe.com does not have this restriction with it's invoices and saves CC info upon payment of an invoice.

As others have mentioned, hunting down our customers to have a phone call to exchange CC info is not only inefficient, but it's not the direction any business is moving towards.

I would view this as a significant weakness to QBOs invoicing platform if there is no work around.

please advise thanks!

Hello there, @CESChicago.

We recognize that collecting your customers' card information for future use through invoices can help streamline your workflow. However, this feature is currently unavailable in QuickBooks Online (QBO).

Alternatively, you can use a third-party app to do the task. To find one, you can follow these steps:

1. From the left menu, select Apps.
2. Go to the Find apps tab.
3. Type any keyword in the search bar or select the Browse category dropdown menu to explore different apps.

Moreover, you can set up Autopay for recurring invoices, so you no longer have to keep track of your customers' payment information. 

To help improve your experience with QBO, your valuable feedback goes directly to our product development team for review and consideration. Here's how to send it:

1. Go to the Gear icon and choose Feedback.
2. Enter your comments or suggestions.
3. Click Next to submit.

In case you want to create templates for recurring transactions, you can check out this article for guidance: Create recurring transactions in QuickBooks Online.

Should you have any other concerns besides collecting your customer's card information, feel free to leave a reply. We're here to help in any way we can. Stay safe!

How can i generate a report of customer's credit card expiration dates?

Thank you for joining this thread, David. 

I'll be glad to provide you with a few simple steps for generating a report on your customer's credit card expiration dates. Here's how:

1. Go to Reports from the left side menu.
2. On the search bar, type in Customer Contact List.
3. Click Switch to classic view and then select Customize.
4. Under Rows/Columns, click Change Columns.
5. To add the credit card expiration dates, select the CC Expires box. 

Note: You can also select, remove, and reorder columns by dragging them according to your preferences.

When generating the same reports in the future, you can refer to this article to save time: Memorize reports in QuickBooks Online.

We want to ensure that you get the best help that you need. I'll always be available in the comment section. Have a good one, David!