Want to accept ACH Payments ONLY for Invoices, with no Credit Card option

Hello there, @smiramontes19.

It's nice to have you in the Community. I'm here to help make sure that you can select bank transfer when creating an invoice template in QuickBooks Online (QBO).

I tried on my end, and I was able to put a checkmark on bank transfer only.  I also check if there's an ongoing issue about this but there isn't currently one. That being said, let's perform some troubleshooting steps that can help us fix this.

To start off, try logging into your QBO account using a different or a private browser. There are times that the browser is full of frequently accessed page resources, thus causing some errors and/or unusual responses.

To use a private browser, here's how:

• On your keyboard, press Ctrl + Shift + N (Google Chrome).
• Ctrl + Shift + P (Firefox or Internet Explorer).
• Control + Option + P (Safari).

Once logged in, go back to the Custom Form Styles page and create an invoice template again to double-check. For your reference, you can also check out this article for further guidance: How to customize invoices, estimates, and sales receipts.

If it'll work, go back to your default browser and perform clear cache to remove temporary internet files on your computer. Before doing so, make sure to take note of your saved passwords and URLs.

That's it! Give this a try and let me know how it goes by leaving a comment below. Please know that I'm only a post away if you have any follow-up questions. Wishing you and your business continued success.

Thanks, I will try this. PS, I meant to mention that I am using the QBO app on my Mac computer, so maybe it is a glitch with that because I definitely does not let me select only one choice. I will try it in a browser though, and I will let you know the results.

Ok, I tried it in 3 different browsers (Safari, Firefox and Chrome) after ensuring all browsing data and cache was cleared first, and it still doesn't work. It also does not work in the QBO app on my computer. I meant to initially describe this as being the problem...it lets me uncheck the box I don't want, there is no problem there, but it's when I click "Done" to save the template, it immediately rechecks the box on the screen before it saves. It is preventing me from saving my selection that I don't want one of them checked. When I uncheck both and click "Done", it rechecks them in the process of saving.

I'm having the same issue, tried different browsers, private browsing windows, emptying cache, all to no avail. I still can't check just one or neither of the options. Did anyone ever get an answer on this?

Hello there @stripecreative,

I appreciate you trying to resolve the issue by clearing cache and using new/private browsers.

To better isolate this issue, let's try to create another custom invoice template. Then, on the Payments tab, hover your mouse and click the empty box beside the Bank transfer option. This is to enable the ACH payment options on your transaction. 

If the same issue persists, I recommend contacting our QuickBooks Payments care team. They have the resources to check the status of your account and help you with the necessary steps to enable ACH payments.

Let me know how the call goes by leaving a comment through this thread. I'll be waiting for your response. Take care always.

I did call support...waited 45 minutes, but I got a pretty good solution. Here's the deal. You can't deselect those options on the custom forms screen. Period. If you deselect one or both, they just reappear. You can, however, deselect one or both on the "new invoice" screen, and the choice will stick for future invoices. 

I initally found that on a new invoice screen, there was a blurb that said to select ACH or Credit/Debit card payments, but there were no checkboxes!  Intuit Customer Support said that this is because I selected HTML invoice delivery. Here's the process they gave me to change it to "Online Invoice" delivery so those boxes will appear in the New Invoice screen.

1. Click the gear icon.

2. Go to Account and Settings. Close the Company Profile overlay if it pops up.

3. Click Sales in the left-hand column.

4. Scroll down and click the pencil icon to the right of Online Delivery.

5. Under "Additional email options for invoices, change the drop-down to "Online Invoice".

6. Save.

Once I did that, the options appeared on my new invoice screen, and I was able to deselect Credit Card Payments and leave only ACH Payments selection. And the selection stays in place for future invoices until it's changed again.

I followed all these steps and have the right settings turned on, but still can't get it to be the default, maybe because we use a 3rd party software (Harvest) to create our invoices, then click "send to Quickbooks" and it populates the QB invoice perfectly, but I have to manually turn on ACH payment every time. Frustrating.

Thank you for following the steps, buildhelm.

Since none of them are working, I would recommend reaching out to our Support team. That way, they can use a screen-sharing tool to check this further.

Check out the steps and their schedule in this article: Contact QuickBooks Online Support.

Let me know if you have other questions in mind.