How do I switch off the options when I email an invoice that says "looking for a way to pay?" etc. I just want to send a PDF invoice and no other options. It's confusing

Hi there, dean.

Let me address your concern about the invoice message you're referring to when sending an invoice via email.

To start, does this message appear to be a pop-up? If so, you can click the exit button to close it. These pop-ups usually appear with offers that would improve your QuickBooks invoicing experience. Otherwise, could you tell me more about this email message? I'd appreciate it if you could provide me with a screenshot to sort it out.

I'll wait for your response to provide fixes accordingly. 

Here is what a customer will receive when I send an invoice.

https://photos.app.goo.gl/cZgLwWNuqhWDQznE8

I don't want them to have the option of "looking for a way to pay?" It's very confusing

We haven't linked our bank account to QB (use external method of processing payments) and I'm also looking for a way of removng the link to "Review and Pay" on the message sent with the invoice as a pdf attachment. It confuses a lot of our customers. I've searched and searched and it seems impossible to remove. Annoying!!

Hello Dean-bighteritage, If you go to the main cog wheel> account and settigs> sales> scroll down to online deliver> tick show full details in email and tick the box for PDF attached > save and done this should then not show for you. We would advise you send a test one to yourselve to double check this. Please get back to us if you have any issues or questions. 

 I did the following, but the message is still there:

main cog wheel> account and settigs> sales> scroll down to online deliver> tick show full details in email and tick the box for PDF attached > save and done

Hello Phocatox03, thanks for posting on this thread, where it says Additional email options for invoices if you click the drop-down arrow in the box and select  Plain text save and close this should now not show the review and pay for you. Apologies I missed that step-off in my above post. 

so the full steps are: 

main cog wheel> account and settings> sales> scroll down to online deliver> tick show full details in email and tick the box for PDF attached >  under additional email options for invoices/ select drop down and click on plain text> save and done

I did set up as below (originally had online invoice):

Cancel

Hello Phocatox03, can you send us a full screenshot of this please so we can look into this further for you. 

Settings screen shot. I can send shot of Payor View if you need. (cannot attache 2 files at once)

Hello, Phocatox03. 

Thank you for providing us with a screenshot of the issue you are experiencing. I appreciate your effort in resolving the problem by following the steps you mentioned, including selecting "show full details" in the email, ticking the box for PDF attachment, choosing "plain text" from the drop-down menu under additional email options for invoices, and saving the settings. 
 

However, since you still encounter the "looking for a way to pay?" pop-up, an underlying technical problem might need further investigation. I suggest contacting our customer support team for additional assistance to resolve this issue.

Our customer support team comprises highly skilled professionals trained to handle various technical issues. They will be able to provide you with a more specific solution tailored to your particular situation. You can reach out to them via our support channels, and they will be more than happy to help you resolve this issue.

You can follow these steps to help you contact our Customer Care Team:

1. Go to the Help (?) icon.
2. In QB Assistant, enter the topic you need help with. You can also enter questions.
3. Select Contact Us to connect with a live chat support agent, or Have us call you.

You can count me in if there's anything else you need. The Community and I are always here to help. Have a great day!

@AileneA I think you misunderstand...this is not a "POP UP" that the customer sees.  When the customer recieves the emailed invoice, they select the PRINT OR SAVE button to view the invoice. Once they do, they see the invoice summary screen, where on the left, it says the balance due and on the right, the snapshot of the invoice with invoice#, due date, and amount.  ON THE LEFT, there is now a message added - under the balance due -  that says "Looking for a way to pay?..."  This is not a message we, the client, added to their invoice.  This is a message that QB has decided we want and we don't.  At least I don't.  Our organization doesn't offer any way to receive payment other than by check/cash.  To add this message somehow implies that we might if they ask us.  I now get emails from my customers asking me if they can pay online because this message told them to contact me.  

Hello SWyatt502, thanks for posting on this thread, so the only way around this changing it to online invoice from plain text with the.pdf attached box ticked in the main cog setting>sales> online deliver. This will then stop that message from coming up for the customers. 

Came to say the same @SWyatt502 , this new messaging from QB has made communication confusing for our clients and added to our admin workload. It's unfortunate the only way to resolve the issue seems to be simplifying the message to simple text. I tried calling QB to resolve the issue and there was no clear solution.

So frustrating.  I wish QB would focus on fixing the known issues already ticketed instead of creating new "benefits" we don't need or ask for.