How do I turn off online payment option for one customer?

Glad to have you here in the Community, @kelseyhutchinson.

We can change the customer's payment into a check in QuickBooks Online (QBO). This way, the online payment option will turn off.

Here's how:

1. Go to the Sales menu, and then choose Customers.
2. Locate a customer you want to edit and click on their name. 
3. Under the Customer Details tab, click on Edit.
4. On the Customer Information window, go to the Payment and Billing tab.
5. Select the Preferred payment method drop-down arrow, and then choose Check.
6. Click Save once done.

You can also uncheck the payment method under the Online payments section on each transaction when sending it to the customer.

You might want to read this article to learn about online payments: QuickBooks Online Payments.

Please keep in touch with us here in the Community should you need any further assistance. I'm always here to help.

Hi, @kelseyhutchinson.

Hope you’re doing great. I wanted to see how everything is going about turning off the online payment option you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

Looking forward to your reply. Have a pleasant day ahead!

I have just 1 customer that any invoice I create reverts to online payments. I’ve tried changing payment and billing to both ‘check’ and ‘other’ but get the same result either way - the invoice generates with online payments turned on. It’s not an issue with recurring payments and those were changed at the same time I edited the customer information. 

Thank you for joining us here in the Community, @2MM. Let me walk you through turning off QuickBooks Online Payment for just one customer.

Follow the steps below to avoid getting the same issue for that customer:

1. Sign in to your QuickBooks Online account.
2. From the left menu, choose Sales and go to the Invoice.
3. Open the Invoice you are having trouble with
4. From the upper right of the screen, uncheck the tick box for the online payment option.
5. Click Save and Close.

You can read this article to learn more about the QuickBooks Online payments: QuickBooks Online Payments.

Leave a comment below if I can be of more help. I'll be here to assist you.

I want to stop the View & Pay Invoice button from appearing in your customer's invoice email, @Michael77. It's nice to hear how familiar you're with QuickBooks.

I appreciate all the steps you've taken so far. I have other troubleshooting steps to follow to turn off the online payment option in QuickBooks Desktop. 

Here are two things you can check to ensure that the View & Pay Invoice button will no longer appear on the email:

A. Ensure that the credit or bank account is unchecked in the customer profile. This way, your customer will stop paying the transaction online. Proceed as follows:

1. Go to the Customers menu and select Customer Center. 
2. Double-click the name in the list. 
3. Choose Payment Settings and make sure that the card listed in the Online Payments section is unchecked. 
4. Verify also the Preferred Payment Method field. 
5. Click OK. 

B. Your email format is set up on Plain Text. To check, follow these steps:

1. Go to the Edit menu and select Preferences. 
2. Pick Send Forms, then My Preferences. 
3. Tick the Use " Plain Text" format for emailed invoices box. 
4. Click OK. 

Once confirmed, send a sample invoice to your email to verify if it's already performing well. 

Further, check out these articles on how to use customized sale forms and modify email preferences in QuickBooks: 

• Use and customize form templates
• How to fix "Error: QuickBooks is unable to send your email"

Remember, you're always free to return here to the Community if you have any other concerns. I'm glad to help you out again. Keep safe, Michael. 

Thank you for the very quick reply!!!!!!

But, I have it already set up as you said on the 1st one. I tried the 2nd thing you said to do and this was at the bottom of the email.  Of course I X'd out the numbers. But either way still give a link to pay on line. 

*** Pay this invoice online ***

Pay Now >https://connect.intuit.com/portal/app/CommerceNetwork/view/scs-v1-XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

 

 

 

I want to make sure this issue is taken care of, @Michael77.

I appreciate all the efforts you exerted to fix the issue with online payments. I'd like to redirect you to the best support group available to get this addressed right away.

Since the troubleshooting steps didn't work, I recommend contacting our QuickBooks Support Team. This way, they can further check on this matter and provide in-depth troubleshooting steps to get this resolved. They can also create an investigation ticket if other users are experiencing the same. To reach them, you can follow the steps below:

1. Go to the Help icon and select QuickBooks Desktop Help.
2. Click Contact Us.
3. Write your concerns in the description box, then select Continue.
4. Select which one of the support options you'd like to use.

You can also check out this article for another way of reaching out to our support team and its support hours: QuickBooks Desktop Support.

You might want to learn more about receiving invoice payments. This article will provide you the detailed information: Record an invoice payment.

Should you need any assistance processing invoices in QuickBooks Desktop, I'm available here to help any time!