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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:
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:
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.
Hello, We have QB Desktop. I know how to turn off Online Payments but even though we have done that and we send an invoice to our customers (that pays by check all the time but every once in a while they may need points, they pay with CC) and they still have a link in the email saying "View & Pay Invoice", which I have clicked on it and it seems as if they can stay pay online. The one invoice in question (today) is over $16,000.00 and to get hit with the fee and not charge for it, sort of stings! We have closed QB on both computers (2 licenses) and thinking that QB had to be rebooted, didn't work. Hopefully you can help fix this issue and if so I have SOOO many other things that happen to us that needs to be fixed with QB. Thank you in advance, Michael
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:
B. Your email format is set up on Plain Text. To check, follow these steps:
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:
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.
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:
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!
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