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Need help with the 25/26 payroll year-end?Ask Us Anything
Lesley21
Level 1

Hi, we do not accept DD or card payments from our customers, however when we send an invoice it is showing the option to pay by DD or card, how do I turn this option off

Many thanks in advance

1 REPLY 1
ClaireSamanthaS
QuickBooks Team

Hi, we do not accept DD or card payments from our customers, however when we send an invoice it is showing the option to pay by DD or card, how do I turn this option off

Hello Lesly, you can easily disable these options through our Auto Pay feature settings. This will remove the Pay Now buttons for card and Direct Debit from your future invoices.

 

To deactivate these options, go to Gear icon > Account and Settings > Sales. Locate Invoice payments and click the pencil icon to turn off Accept online payments. Next, uncheck the options for both Credit Card and Bank Transfer (Direct Deposit), then click on Save.

inv.1.png

 

These changes only apply to future invoices. If you’ve already sent one out, you’ll need to open that specific invoice and manually switch the payment toggles to Off in the Online Payments section on the right. Once completed, click Save or Review and send.

inv.3.png

 

If you have any further questions or require additional assistance, please add a comment below. We are here to help.

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