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alphabrewingco
Level 1

I am trying to turn off the ability for our clients to pay via credit card. I do not want to incur fees paid to QB for this convienence. QB has been very unhelpful. Help

 
9 Comments 9
JenoP
QuickBooks Team

I am trying to turn off the ability for our clients to pay via credit card. I do not want to incur fees paid to QB for this convienence. QB has been very unhelpful. Help

We'd want to offer our help in regards to your concern about customer payments, alphabrewingco.

 

Please know that the option to have the convenience or merchant fees charged to customers is not available because there are some states that doesn't allow this yet. 

 

You can follow these steps on how to turn off the online payments options in QBO:

 

  1. Go to the Gear icon and select Account and Settings.
  2. Proceed to the Payments tab.
  3. Remove the credit card option in the Payment Methods section.
  4. Click Done.

Please note that this would also remove from your Payments account in QBO.

 

If you want to permanently close your payments processing account, please see the details and follow the steps in this article as well: Close a payments processing account.

 

The Community is always here if you have other questions or if you need help with your sales transactions. 

SBernotas
Level 1

I am trying to turn off the ability for our clients to pay via credit card. I do not want to incur fees paid to QB for this convienence. QB has been very unhelpful. Help

My clients don't have the option to remove the credit card.  There is no "editable" section in the payments to do so.

 

MirriamM
Moderator

I am trying to turn off the ability for our clients to pay via credit card. I do not want to incur fees paid to QB for this convienence. QB has been very unhelpful. Help

Welcome to the thread, @SBernotas.

 

The mode of payment your customer will have depends on the type of payment chosen when creating the invoice. 

 

If you select credit card, then your customer can have this option. Thus, removing the said payment mode to be done by your client isn't possible. 

 

In the meantime, you can delete and recreate the invoice and select the payment method that you want. Then, resend the invoice to your client. 

 

See Let customers pay their invoices online as reference.

 

Additionally, you may find the following articles helpful:

If you have additional questions or any clarifications, let me know by commenting below. I’m right here to help. Wishing you the best!

SBernotas
Level 1

I am trying to turn off the ability for our clients to pay via credit card. I do not want to incur fees paid to QB for this convienence. QB has been very unhelpful. Help

My client doesn't "chose" which payment option their customer gets.  WISH it was that easy.  They have to (1) click to Edit the options; then (2) click to turn off a particular, or both options.  Extra steps when other clients can just choose to have it default based upon the invoice style.  For whatever reason, even though this client is on QBO Plus, like a number of my other clients, I can not change this.  I have attempted to "edit" the payment option in the Invoice Style, but soon as you click on the "Done" button, it defaults to allow the credit card.  QBO support was online looking at this and don't know why it won't allow this option to be removed.

MariaSoledadG
QuickBooks Team

I am trying to turn off the ability for our clients to pay via credit card. I do not want to incur fees paid to QB for this convienence. QB has been very unhelpful. Help

Hi SBernotas,

 

You'll want to remove the option in the Accounts and Settings if your Payments account is linked to QuickBooks Online (QBO)

 

Here's how:

  1. Click the Gear icon.
  2. Under Your Company, select Account and Settings.
  3. Click the Payments tab.
  4. In the Payment Methods, remove the credit card.

This will permanently remove from your Payments account. Once removed, you can send the invoice to your customer. 

 

In case you need more information about payment deposits, here's an article for more information: Common Questions About Payments Deposits in QuickBooks Online.

 

Please touch base with us if you need further assistance. I'll be right here to help.

 

SBernotas
Level 1

I am trying to turn off the ability for our clients to pay via credit card. I do not want to incur fees paid to QB for this convienence. QB has been very unhelpful. Help

There is no option to "Edit" the Payments Method - not on any of my clients:  QBO Plus or QBO Essentials.

I had already googled this and saw the directions to do that.  

Again, I had a QBO rep sharing my screen and it baffled her too.

YvetteVelarde
Moderator

I am trying to turn off the ability for our clients to pay via credit card. I do not want to incur fees paid to QB for this convienence. QB has been very unhelpful. Help

@SBernotas Thank you for clarifying. 

 

Looking back at the steps given, I think the reason you don't see the option to remove online processing from invoice templates is because you're in the wrong Payments tab.

 

Here are the steps I took to test disabling the feature: 

  1. Click the Gear icon.
  2. Under Your Company, select Account and Settings.
  3. Click the Sales tab.
  4. In the Customize section, click on Customize look and feel.
  5. From the Custom form styles list, click Edit on the template to modify.
  6. Click the Payments tab.
  7. Click on the payment method(s) to disable.
  8. Select Done.

It might seem as if the boxes reverted to their original state but once you create a new invoice you'll see the boxes are no longer checked off for online payment processing.

 

Let me know if that helps!

 

 

 

 

jtorcicollo
Level 1

I am trying to turn off the ability for our clients to pay via credit card. I do not want to incur fees paid to QB for this convienence. QB has been very unhelpful. Help

I've followed these instructions and it did revert back to the original settings - Credit Card option is still checked. Any reason why it wouldn't save?

FritzF
Moderator

I am trying to turn off the ability for our clients to pay via credit card. I do not want to incur fees paid to QB for this convienence. QB has been very unhelpful. Help

Thanks for joining this conversation, @jtorcicollo.

 

Performing the steps shared by my colleagues above should help turn off the option for the clients to pay using a credit card. Since it's still showing, I highly suggest contacting our Merchant Support team. They're able to pull up your account using their screen-sharing (remote access) tool in a secure environment and investigate this odd behavior.

 

To reach them, please refer to this article and proceed to the QuickBooks Online with Payments & Merchant Service Center section to get their most updated contact information: Contact Payments Support.

 

Just in case, I'll add this article for future reference: Cancel your QuickBooks Payments subscription.

 

Let me know if you have any other issues or concerns by leaving a comment in this thread. I want to make sure everything is taken care of for you. Have a great day!

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