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I use recurring invoices for most of my billing and I have credit cards disabled. However when I have a create a non recurring invoice it always defaults to “allow to pay with credit card”. How do I default it to disable credit cards for all invoices recurring and non recurring?
Thanks for dropping by the Community, Rkid.
I’m glad to know you’re using the recurring invoices option for your billing. I’m here to help and guide on how to disable the credit card option for all invoices.
We’ll have to go to configure the Payment options to accomplish this task. Here’s how:
Let me share this guide for future reference. It provides an overview of how to set up a payment method, and steps to disable or edit it. Go to the QuickBooks Online section for detailed information: Add or modify the accepted credit card types in QuickBooks.
Additionally, here's a guide that contains the link to our self-help articles. These resources provide answers to common questions about the Payments feature: QuickBooks Payments FAQ.
If you have any clarifications or questions about QuickBooks Online, add a comment below and I'll get back to you as soon as possible. Have a good one.
Thank you for the reply. I checked the settings you mentioned and credit cards are already unchecked. That’s what I don’t understand. When I create a new invoice that isn’t recurring it defaults to accept credit cards and accept ACH payments. I have to deselect the credit card option every time.
Hello there, Rkid.
I appreciate you reaching out to us with your concern about creating an invoice.
Currently, that option is not available in the settings. Once the payment is turned on, all the invoices default into payments. What we can do for now is to uncheck all the items that you don't want to use.
You can also check the common questions about paying invoices online.
Get back to me if you have any additional questions about invoices and payments. I'm just a post away.
When I create a new customer the "default" setting is to allow credit card payments online.
How do I change the "default" to not allow this?
Hi there, @CaseyHart.
When adding a customer, you have the option to set the primary payment method in their profile. Here's how:
However, this method only applies when receiving invoice payments. If you need to disable the credit card option for all new invoices, follow these steps:
Additionally, you can check out this article in case your customers can't pay for an invoice you sent them: What to do if your customers can't pay their invoices online.
Please keep me posted if you still have questions or concerns about your transactions or any QBO-related tasks. I'll be around for you. Have a great day!
Sorry, but
- I use QB Desktop.
- I do know how to manually "uncheck" the box to accept credit cards. Sometimes I forget, and it costs me money. I do not want the ability to pay by credit card the "default". I want the default to be "no credit cards."
Is this possible, with QB Desktop?
Thanks for getting back here in the thread, Casey.
Yes. There's a way to change the payment method and uncheck the box for accepting credit card payments inside QuickBooks Desktop (QBDT). I'll gladly walk you through the process to get you going. To begin, here's how:
For visual reference, see the screenshot that I've attached.
See this article for more information: Add, edit, or disable a credit card.
In addition, here's an article to help you manage invoice payments inside QBDT: Record an invoice payment.
It's been a pleasure to have you here today, Casey. In case you have a task that you'd like to accomplish inside QuickBooks. Feel free to mention me in the comment section below. Stay safe, and have a nice day!
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