cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

I Cant turn off credit card and ach features on new invoices. I have turned them off in settings but they continue to be on by default everytime a new invoice is created.

I Cant turn off credit card and ach features on new invoices. I have turned them off in settings but they continue to be on by default everytime a new invoice is created. Is there another way to have them off by default. I have gone to the gear icon, accounts and settings, sales, invoice payments, and both accept Credit cards and Accept ACH are turned to off. Yet when new invoices are synced from our third party app they come through with them enabled and i have to go to every invoice and turn them off manually. This is a new problem since they changed the way you select them on and off in the individual invoice. You used to be able to just click the two checkboxes on the invoice and save it now you have to click the edit button next to online payments than uncheck them. Making one more step. also the settings hyperlink here is also broken it logs you out and takes you to the login screen everytime you click it. Help would be appreciated as this is pretty annoying
1 Comment
Highlighted
QuickBooks Team

I Cant turn off credit card and ach features on new invoices. I have turned them off in settings but they continue to be on by default everytime a new invoice is created.

I can help you with removing the payment links on the invoice you’re about to send to your customers, @contact115.

 

You also need to update the Payment and billing method for each of your customers. You'll have to set the Preferred payment method to cash.

 

Here's how:

  1. Go to Sales on the left-hand menu and select Customers.
  2. Click the customer's name. 
  3. Under the Customer Details tab, press on Editcustomer.JPG
  4. On the Customer Information window, go to the Payment and Billing tab. Select the Preferred payment method drop-down menu and select Cash.
  5. Hit Savesave2.JPG

Here's an article for more information on how to record invoice payments in QuickBooks Online.

 

Feel free to leave a post or click the Reply button if you have other questions about managing your online payments account and creating invoices. I’m always here to help.

Need to get in touch?

Contact us