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Join nowI don't accept online payments through QBO. How can I get rid of the review & pay button on the customer e-mail? Th "Send an invoice that your customer can pay online" button is checked and I can't uncheck it.
Solved! Go to Solution.
Hi there, Supermario99.
I can share information so your customer no longer sees the review and pay button.
You can change the Additional email option for invoices to Plain text in QuickBooks Online. This will remove the review and pay button when emailing invoices to the customers. I'll show you how.
You can also change the appearance of your sales forms, check out this article for more details: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Furthermore, I've included this resource so you'll have a guide to manually record invoice payments: Record invoice payments in QuickBooks Online.
Drop a comment below if you have further questions about managing your invoices. I'm always around here in the Community to help you. Keep safe and have a wonderful day!
Hi there, Supermario99.
I can share information so your customer no longer sees the review and pay button.
You can change the Additional email option for invoices to Plain text in QuickBooks Online. This will remove the review and pay button when emailing invoices to the customers. I'll show you how.
You can also change the appearance of your sales forms, check out this article for more details: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Furthermore, I've included this resource so you'll have a guide to manually record invoice payments: Record invoice payments in QuickBooks Online.
Drop a comment below if you have further questions about managing your invoices. I'm always around here in the Community to help you. Keep safe and have a wonderful day!
Great. Thank for for your quick reply and clear instructions. I have tested and it works!
This did not work for me.
Hello there, @piercetek.
We want to ensure this gets sorted out as soon as possible. That said, can you tell us more about your experience? Have you tried the steps provided by our colleague? Or does the Plain text option not meet your business needs? This way, we can provide you with the correct steps or workaround to help you remove the Review & Pay button when emailing an invoice.
Feel free to visit the Community space or comment below so we can respond right away. Keep safe.
Plain text is fine for business needs. The invoice document still has the Pay Invoice button on the document that is a link to paying online which we do not wish to have on the document at all.
I appreciate you getting back to us to clarify your concern, @piercetek.
I'll ensure you can remove the Pay Invoice button when emailing customer invoices.
If you're not collecting online payments, you can remove the option for customers to pay online. This way, the pay button will be removed when sending customer invoices. Let me guide you on how.
After that, you can also change the email options for invoices by proceeding to these steps:
Moreover, I recommend utilizing a private window to avoid discrepancies related to corrupted cache files if the invoice pay button still appears after performing the process above. You can refer to these keyboard shortcuts:
Once it works, you can proceed to your regular browser and start clearing its cache to avoid any unexpected behavior.
On the other hand, when you're ready to record customer payments, you might want to review this material as your guide: Record invoice payments in QuickBooks Online.
Feel free to update us in the thread if you have additional questions when managing your invoices or other related concerns in QuickBooks Online. I'm always here to lend a hand.
We do not email through QB to our customers. We download the PDF of the invoice and attach it to emails from Outlook.
Please explain how to remove the Pay Invoice button from the PDF.
Hey piercetek,
Thank you for connecting with the Community! This may be a product limitation, and the Pay Invoice option would not be removed from the PDF. However, if you follow my colleague's steps, the link will guide your customers to contact the business owner to pay the invoices.
If it is a case you followed those instructions, and this is not being done, please let me know.
I will be here looking out for your reply. See you around.
It wasn't a limitation in your system a while ago. A while ago, I didn't have to have a "Pay Invoice" button on my invoice when I downloaded the pdf. Something on your side changed it and now my invoice is forced to have a button that doesn't actually work. That's a poor customer experience that I can't change because QBO has hardcoded the button into my invoice. This is very disappointing and appears to be done to push me into using your payment system, which I don't want to use nor do I want my customers to think they can pay online.
Someone needs to fix this so I can make my invoice look like I want it to look like. You can give me the option to have your payment system, but you shouldn't be forcing it on us.
I understand the significance of removing the Pay Invoice button on the invoices if it's downloaded as a PDF file, fill33.
We value your time with us. Thus, I recommend submitting an experience feedback. This way, we can enhance your experience with us and will be shared with our Product Development team.
Here's how:
Additionally, you can browse this guide to learn about personalizing your sales forms: Record invoice payments in QuickBooks Online.
Please let me know if you have more questions about managing your invoices by clicking the Reply button. I'll be here to lend a hand. Keep safe always.
I followed the steps posted in this thread, and I'm having the same issue as fill33. The Pay Now button shows up on my pdf invoice even though I don't accept payments through QBs. As fill33 said, there was never a Pay Now button and suddenly it shows up and I can't remove it.
The only way I have found to do this is to save it to PDF, edit the PDF, and delete the button and the text that is on top of the button. Very inefficient and not a good process for doing business. But it's a workaround until the (hopefully) fix it. I email customers but there are some that we want to physically mail an invoice and it looks very unprofessional to have a pay and review button on a piece of paper...
Edit: I went in and looked again after my post and they have now added the feature to do this. In the edit invoice screen, click on Manage -> Design -> Payment Link -> toggle the "Add payment link to PDF" off. If you want it to default to this, try following the suggestions above. I haven't tried them since I don't want all of them like this but it looks like some have had success with it.
Intuit is the most unethical and predatory business I have ever known. They dont care about your business needs, they only care about getting as much money as they can.
Pro tip for those having this issue.
Once you click on the 'Print and Download' under the 'Review and Send' button, this will open a new window in your browser with the PDF.
In the URL, you will see '.pdf?showCTAButton=true&ctaLabel=Pay+invoice'
Change the word 'true' to 'false' then enter. It will refresh the page without the button.
Should look like this:
.pdf?showCTAButton=false&ctaLabel=Pay+invoice
Intuit is such a terrible shameful company.
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