Question

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

15 replies
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QuickBooks Online

A

Anonymous

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.

D

dean-bigheritageAuthor

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

S

SWyatt502

New Member

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:

Go to the Help (?) icon.
In QB Assistant, enter the topic you need help with. You can also enter questions.
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.

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