can we turn off electronic payments for 1 customer only?

Is there such a option available? I also want to refund to my friend wo work in high frequency pcb store and is it possible to refund in to his credit card?

Yes, we have, @marrysmithge. I'd be happy to walk you through how to record a payment from a credit card in QuickBooks Online.

There are a few ways to give refunds in QuickBooks Online. Follow the steps based on how you processed the transaction. But before doing so, here are some requirements:

• Refunds on credit cards are only possible to the original card used to make the purchase. You may need to contact your customer to get this info.
• You can refund up to the original sale amount, but not more.
• You can only issue credit card refunds within 90 days of the sale.

To refund credit card payments, here's how:

1. Click + New and choose Refund receipt.
2. Select the customer you want to refund from the Customer ▼ dropdown.
3. Enter the details in the fields using the same info from the original sale. To credit back their credit card, in Payment method, select Credit card. To credit back their bank account, in the Payment method, select Direct Debit.
4. In Refund From, select the account you wish to refund the customer.
5. Tick Save and close.

Once done, you can send or print the refund receipt to your friend.

For more details about voiding and refunding payments, you process through QBO: Void or refund customer payments in QuickBooks Online.

On top of that, please review this handy resource to learn more about refunding transactions: Understand fees for refunds or void transactions.

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! 

Can we get instructions on how to do this in the updated QBO invoices? I'm not seeing an option to remove CC payment method on the customer level, only on individual invoices or by turning it off for the whole account, which is not what I want to do. Changing preferred payment method to check doesn't block the credit card option from appearing on new invoices either. Please advise. 

Hi there, Dave. Thank you for participating in the thread. I'd be glad to provide instructions on how to remove the CC payment method.

We appreciate what you've done so far, but before we remove the payment method, kindly check if you logged in as admin in your QBO account.

These are the steps on how to remove:

1. Go to Sales and click Customers.
2. Locate your customer's name.
3. On the profile, click Edit.
4. On the Customer Information window, select Payments and change it to Check.
5. Press Save.

If an invoice was created before editing the payment method, you also need to change it. You can uncheck the payment method on each transaction under the Online Payments section when sending it to the customer.

Also, you can check this article for you to learn how to personalize your invoice: Customize invoices, estimates, and sales receipts in QuickBooks Online.

In addition, you might want to learn how to record invoice payments, this article will provide you with detailed information: Record invoice payments in QuickBooks Online.

Don't hesitate to hit the reply button if you have further concerns about processing payment. We're here to lend a hand. Take care.

Hi, thanks for the reply but that didn't work for me. Switching the primary payment method to Check does not stop the system from allowing credit cards on new invoices to that customer. Could you record a video or provide detailed screenshots? I am indeed the only admin so it's not a matter of permissions.

Thanks for coming back here, @Dave_R.

I appreciate you for performing the steps my colleague provided to achieve your goal. Let me help you unable to use the credit card as an option to invoice payment methods.

Please know that the option we had to remove credit card payment is to edit the payment method in the customer profile as provided or turn it off in the Account and Settings tab.

Here's how:

1. Go to the Gear icon.
2. In the You Company column, select Accounts and Settings.
3. Choose the Sales option. 
4. Click the pencil icon in the Invoice payments.
5. Remove the checkmark of the Accept Credit Cards option by tapping it.
   
6. Once done, click Save. It will now show as Off.

Take note that this will apply to all your customer invoices.

If you want to learn how to personalize your invoice form, you can read this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Feel free to come back here, @Dave_R. We'll be willing to help you in managing your invoice payment methods. Keep safe and have a good one.