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geoffshive
Level 1

How do I get rid of the pay invoice button on the invoice I am sending to my customer?

First time I had to create a new invoice in a couple of years. I don't need this "feature." I don't need Intuit involved in my payment process. I only want to print a pdf and attach it to an e-mail. WITHOUT some meaningless "Pay Invoice" graphic.

1 Comment 1
RCV
QuickBooks Team
QuickBooks Team

How do I get rid of the pay invoice button on the invoice I am sending to my customer?

We have an easy way to remove the Pay Now link button when sending invoices in QuickBooks Online (QBO), Geoffshive. Let's guide you through the process. 

 

If you're not collecting online payments, we can remove the option for customers to pay online and update your online delivery options. This way, the pay button will not appear when sending customer invoices. Here's how to turn off all payment options for customers:

 

  1. Use the Gear icon, then go to Account and settings.
  2. Access your Sales tab.
  3. Find the Invoice payments section, then click the Pencil (Edit) icon.
  4. In the Payment options section, uncheck all the payment methods.
  5. Tap Save, then press Done.

 

invoicepayment.png

 

Then, change the email option for invoices to HML by following the steps below:

 

  1. Go back to the Sales tab.
  2. Choose Online delivery and click the Pencil icon beside it.
  3. In the Additional email option for invoices section, tap the dropdown button and select HTML.
  4. Click Save.
  5. Press Done.  

 

invoicepayment2.png

 

When you're ready to record customer payments, you can check out this article for the steps and details: Record invoice payments in QuickBooks Online.

 

You can also save this guide to personalize your sales forms according to your needs: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

The Community always has your back if you have any other questions about managing your invoices or running your business in QBO. We are always here to help.

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