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patty-eisenhaur
New Member

How do I remove the credit card payment option on invoices?

 
2 Comments 2
kabel1657
Level 2

How do I remove the credit card payment option on invoices?

Hello @patty-eisenhaur,

 

To remove the credit card payment option from your invoices in QuickBooks, go to Settings > Account and Settings > Payments. Under the Payment Methods section, uncheck the Credit Card option and save your changes.

 

This will prevent clients from paying via credit card on future invoices. You can also adjust these settings while creating an invoice by clicking on Payment Options. Hope this helps!

 

P.S.: I’m a QuickBooks ProAdvisor with 7+ years of experience. Need help with QuickBooks Bookkeeping?

 

Google my username, kabel1657, to see my proven track record!

Maybelle_S
QuickBooks Team

How do I remove the credit card payment option on invoices?

Hi there, Patty. 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.

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