How do I remove the credit card option on my invoices? I'm using the beta solopreneur plan.

Hi there, @Skyline. Let me guide on how to remove the credit card option in your invoice. 

I can help you remove the credit card option from your invoice. The best way to do this is to make it inactive, which will allow you to reactivate it later if you need to use it again.

To remove the credit card option in your invoice, here's how: 

1. Go to the Invoices section.
2. Select the invoice for which you want to remove the credit card payment option.
3. Click Customize settings and select the invoice Payments section. 
4. Deselect the credit card payment option.
5. Save your changes.

For additional guidance on managing invoices in QuickBooks Self-Employed (QBSE), you may refer to this guide article: Create invoices in QuickBooks Self-Employed

If you need to export transactions and get reports in QBSE, this article can also be helpful: Export transactions and get reports in QuickBooks Self-Employed

Please don't hesitate to ask us if you have further questions about managing your invoices in QBSE. The Community is always available to help you with your concerns. Best regards.

I do not see the "Customize setting" in the invoices section.  Is that because I'm using the beta solopreneur plan?   

Thanks for getting back to us, skylinecottoncan.

I want to make sure you're able to remove the credit card option from invoices in your QuickBooks Self-Employed account.

As an initial troubleshooting step, I recommend clearing the cache to rule out any browser related issues. If the cache becomes too full it can cause certain viewing and performance issues. Here's how to get this done if you're using Chrome for example:

1. At the top right, click More (three vertical dots).
2. Click More tools and then Clear browsing data.
3. At the top, choose a time range. To delete everything, select All time.
4. Check the boxes next to "Cookies and other site data" and "Cached images and files."
5. Click Clear data.

The following article provides similar steps for other browsers: Clear cache and cookies to fix issues when using QuickBooks Online

Please give this a try and let me know how things look afterward. I'll be here if you have any other questions.

We need an option to disable CC as default for all invoices. That's what we used to have. Please bring that back. It is infuriating to have to turn it off with every invoice.

Here is the latest screenshot.

I understand the importance of disabling the CC of all invoices in QuickBooks Self-employed, @finance159.

I'll ensure you can deliver your insights to our product engineers so they can include this in future product updates, and you'll be able to have all the options you need when managing customer invoices.

In QuickBooks Self-employed (QBSE), users can send suggestions from the Assistant icon. However, the assistant feature on the web version is currently under maintenance.

In the meantime, you can submit your comments using the QBSE application. Let me guide you on how.

1. Open the QBSE application.
2. Tap on the Assistant icon at the bottom.
3. Type feedback in the field.
4. Choose Add a feature.
5. Enter and send your product suggestions.

Moreover, consider scanning this material to help you organize your transactions: Categorize transactions in QuickBooks Self-Employed.

If you have any further questions when sending your suggestions and managing your invoices in QuickBooks Self-Employed, please don't hesitate to post them on this thread. We're always willing to help.