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Level 1

Hi, how do I turn off by default the option to accept online payments on invoices? Thanks, Matthew

 
5 REPLIES 5
Highlighted
Moderator

Hi, how do I turn off by default the option to accept online payments on invoices? Thanks, Matthew

Hello Matthew Leeden,

 

We can turn off the online payments option through the Custom Form Styles. Here's how to do it:

  1. Click the Gear icon in the upper-right corner and select Custom Form Styles.
  2. Look for the template and click Edit.
  3. Go to the Payments tab and make sure to remove the check mark for Online payments and Direct Debit.
  4. Click Done.

You can also set Preferred payment method for that customer.

  1. Click Sales on the left menu and go to the Customers tab.
  2. Look for the customer profile and click Edit.
  3. In the Customer information window, go to the Payment and billing tab.
  4. You can leave the Preferred payment method field as blank.
  5. Click Save.

If you have additional queries about this, please let us know. 

Highlighted
Level 1

Hi, how do I turn off by default the option to accept online payments on invoices? Thanks, Matthew

Hi,

Thanks for getting back to me.  These are set as you described, and the accept payments via paypal is still ticked when I create a new invoice.  I have also disconnected my PayPal account from Quickbooks, so all I have now is my bank account transactions being fed into Quickbooks, and it's still ticked by default.

Any other ideas?

Thanks,

Matthew

Highlighted
QuickBooks Team

Hi, how do I turn off by default the option to accept online payments on invoices? Thanks, Matthew

Hello Matthew, 

 

Can you go into my apps and go into paypal and remove the accept payments from paypal in there this should stop the default. Let us know how you get on.  

Highlighted
Level 1

Hi, how do I turn off by default the option to accept online payments on invoices? Thanks, Matthew

I would if I have access - when I try to access the Apps from QB, I get a "We're sorry, you doin't have access to view this page" message.

 

When I go into my profile, in the Apps section I can see that I don't have any authorised applications.

 

Thanks,

 

Matthew

Highlighted
QuickBooks Team

Hi, how do I turn off by default the option to accept online payments on invoices? Thanks, Matthew

I appreciate for keeping us updated, Matthew. 

 

The message that prompted indicates that we are restricted to access the page. We can let your Master Admin to disconnect the PayPal account still on the Apps page. 

 

After it has been removed, let's access QuickBooks again to see if the online payment option is already unchecked. If not, we can verify if it's a browser-related issue by logging into QuickBooks through a private browser. Here's how to open one using some keyboard shortcuts:

  • Google Chrome: Ctrl + Shift + N
  • Internet Explorer: Ctrl + Shift + P
  • Mozilla Firefox: Ctrl + Shift + P
  • Safari: Command + Option + P

If everything works fine after using the private browser, we can go back to the regular one to clear its cache that can cause unusual behavior in QuickBooks. We can also use other supported browsers such as Google Chrome, Internet Explorer, or Mozilla Firefox. 

 

Feel free to get back to me if you need anything else. Thanks!