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kat-jam
Level 1

Switch off 'Let Customer Make Payments' in Recurring invoices

I am trying to switch off the ability for customers to make credit card payments in Quickbooks. I have previoulsy set this up with Paypal but want it removed. Is there a way to remove it. I know I can switch off when making invoices, but I can't switch off when making recurring invoices - I can't uncheck the 'Let customer make payments' dot.

 

This seems too complicated

 

Please help

2 Comments 2
DivinaMercy_N
Moderator

Switch off 'Let Customer Make Payments' in Recurring invoices

Welcome to the Community, @kat-jam.

 

Helping you to finish your QuickBooks tasks seamlessly is my priority. 

 

To help you with this, you can edit your customer's preferred payment method on their profile instead. Here's how:

 

  1. Go to the Sales menu and choose Customers.
  2. Look for the customer's name you assigned on the recurring invoice.
  3. Click the name to open and then select Edit.
  4. Navigate to the Payment and billing tab. 
  5. From the Preferred payment method field, choose either Cash or Check. 

 

You can also reach out to our QuickBooks Payments team to further assist you in turning off the credit card payments. 

 

Then, to help you monitor all your recurring invoices as well as the associated accounts for them, you can open this page: Review your recurring transactions in QuickBooks Online. 

 

If there’s anything else I can do to assist you with turning off your customer's credit card payments, please post a reply below. I’m always available to help if you ever need one.

DrewOrr
Intuit

Switch off 'Let Customer Make Payments' in Recurring invoices

Hi @kat-jam -

I'm Drew, I work on the QuickBooks Invoicing team.  I saw your post reporting that you were not able to turn off Let Customer Make Payments' in Recurring invoices - it sounds like something we can fix up. I want to investigate this for you and get it fixed- if you get a chance please reply to my DM and I will be happy to help from there!

Thanks,

Drew

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