Do Invoices Automatically Save the Customer's Credit Card?

Good day. There are a couple of options on how to store customer's card details, Thomas760.

It will be saved if the customer will check the box for Save payment method to pay faster next time when paying the invoice. If that happens, the payment information will be stored in our system and used in future transactions. 

Although, the customer would still need to open the invoice and click the Review and pay button before the transaction is processed. 

Aside from that, you can also save the customer's credit card information by creating a recurring sales receipt template. Just make sure you have their authorization since the charges will be automatically taken out every time the sales receipt is create based on the assigned interval. 

Here's how:

1. Go to Gear or Settings ⚙ icon and select Recurring transactions.
2. Click New and choose Sales Receipt.
3. Enter a template name and proceed to the drop-down list for Type▼. Then, pick Scheduled.
4. Look for the customer's name in the Customer▼ dropdown menu. Then, verify the email. You can select Automatically send emails to send notifications to your customer when you process their payment. Make sure to select a customer name so you can enter the ACH banking information.
5. Set an interval. For example, if you need a sales receipt every first day of the month, the interval is Monthly on day 1st of every 1 month.
6. Enter the start date and when it should end.
   • If you select None, then it will repeat without end.
   • If you select By, enter the end date.
   • If you select After, you can enter the number of times you want the sales receipt to repeat.
7. Choose Credit card in the Payment method▼ dropdown.
8. Enter the card details, line for the product or service, and amount.
9. Click Save template.

Using this option, the payment will be processed automatically once the invoice is created by the system. 

Here's an article that talks about this for more details: Set Up a recurring sales receipt in QuickBooks Online.

Lastly, a new feature was added called Auto Pay. It's somehow similar to recurring transactions. The main difference is that the payment will be deducted from your customer's account 3 days before the due date. Feel free to check out this article if you want to use and activate this feature: Set Up Autopay for Recurring Invoices in QuickBooks Online.

Let me know if you're able to save your customer's payment details. I'd be glad to offer my help if you need it again. 

I need to be able to store a client's credit card information in my Quickbooks after they pay their first invoice. All future payments will be charged against that card via sales receipt, but they are not for the same amount each time, so I believe recurring payments is not a viable option. 

Question: How can I store a client's credit card information in Quickbooks and then later process charges off that card without having access to card details or needing to contact the client for them.

Thank you