Hi Robi! To prevent customers from paying online, go to the Gear icon > select Account and settings > then click the Sales tab. Under the Invoice payments section, uncheck both the credit card and bank transfer options, then click Save and Done.
Please note that this change only affects future invoices. Payment links on previously sent invoices will remain active.
If you want to tailor these settings for a specific client or a one-off transaction, you can modify them directly within the invoice draft. Just locate the Payment Methods section on the right-hand panel of the invoice page and toggle off the Credit Card and Bank Transfer switches.
The Community Team is always ready to respond and assist if you have further questions about invoicing or any other QuickBooks-related matters.
