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Justin Sta Ana
Level 1

How do I turn off the credit card payment option in my invoices?

I found the solution to turn off payments through the Quickbooks merchant service.

1. Click the Gear on the top right of the page.

2. Account And Settings

3. Payments Tab

 

From this point onwards I'm going by memory because my settings page no longer shows the "Payment Methods" or other similar options that others are referencing.

 

4. There is a link at the top of the page in the Payments tab that brings you to the Quickbooks Merchant website, click this.

5. When on the merchant website there is a dropdown for your account. Hover over this then go to account settings.

6. At the bottom of your account settings cancel the account with the merchant.

 

This method removed the ability to make payments through Quickbooks for my business. When creating a payment for an invoice I'm no longer asked if I'd like to "Process credit card" because there is no longer a merchant to process the credit card.

 

Hopefully this information helps anyone who needs it.

accounting@exhib
Level 1

How do I turn off the credit card payment option in my invoices?

THIS AS SO MANY OTHER SUGGESTIONS DIDN'T WORK

 

araithel
Level 1

How do I turn off the credit card payment option in my invoices?

Do i have to set up an online payment option to take it off of my invoices. I do not want to accept credit card payments and I do not want it on my invoices.

SashaMC
Moderator

How do I turn off the credit card payment option in my invoices?

Hello araithel,

 

Nice to see you in the QuickBooks Community! I will be happy to share some information here. When you create the invoice, at the top of the invoice, you will see these two options under Online payments, as highlighted in the screenshot below.

 

 

Simply uncheck Cards and Bank transfer. You will be prompted to sign up for QuickBooks Online Payments, but as long as those options are deselected, you can send those invoices normally without interruption. 

 

Please let me know if you have any questions or concerns! The Community and I are here to lend a helping hand. Take care for now. 

mantal
Level 2

How do I turn off the credit card payment option in my invoices?

These are not checkboxes for my invoices they just say on.  How do I turn them off?

SashaMC
Moderator

How do I turn off the credit card payment option in my invoices?

Thanks for connecting with the QuickBooks Community, mantal! You could edit the customer's preferred method to turn off the option essentially. 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 what you need.
  6. Click Save once done.

 

Please let me know if you were able to get through. If you have any questions, my team and I are on standby. Have a pleasant day ahead! 

accounting@exhib
Level 1

How do I turn off the credit card payment option in my invoices?

I have asked MULTIPLE times...how do I turn off the box "enter credit card details".  NO ONE @ Quickbooks seems to know.  I don't want to turn off this feature for all my clients, but many pay via EFT or a cheque and if you're not careful, you will deposit the cheque AND use their credit card.  I have tried to delete the credit card information and that doesn't work either.  GO FIGURE.....................   Quickbooks  100 thumbs down!!!!

accounting@exhib
Level 1

How do I turn off the credit card payment option in my invoices?

THIS DOESN'T WORK.  AS SO MANY "FEATURES" OF QBO.

 

Amanda-B
QuickBooks Team

How do I turn off the credit card payment option in my invoices?

Hey there accounting@exhib,

 

Thanks for reaching out to us here. Making sure you get the support you need is important. I would be happy to point you in the right direction for the best assistance.

 

I feel you'd benefit more by contacting our support team outside of the Community so that we could work directly with you. we'll be able to verify your account details in a secure setting, as well as view your screen to better assist you. You can reach us by following one of these methods:

 

Schedule a Callback or start a Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.
Social Media: Facebook and Twitter

 

If you have any other questions, feel free to reach out here.

aprex89
Level 1

How do I turn off the credit card payment option in my invoices?

Completely- QB is a scheme, also for the love of god QB - make a switch to automatically add a CC Fee for those who want to charge for using a card!!!!!! I'M LOSING MONEY!!

Kerneckel
Level 1

How do I turn off the credit card payment option in my invoices?

How to get quickbooks to not create sales receipt. Need it to create payment to invoice instead

JamaicaA
QuickBooks Team

How do I turn off the credit card payment option in my invoices?

Welcome to the Community space, @Kerneckel. I'll share ways to receive invoice payments according to your preference.

 

To clarify, are the sales receipt generated automatically? Are you using Online Payments? Have you set up recurring invoices or sales receipts?

 

In the meantime, we can delete sales receipts. This will open the invoice again so you can pay it directly. To proceed, follow the steps below:

 

  1. On the Sales menu, select Customers.
  2. Locate your customer's name. 
  3. Press Transaction List and find the Sales receipt.
  4. Click More, then choose Delete.
  5. Tap Save and close.

After that, follow the steps below to record the payment via Receive Payment window:

 

  1. On the Transaction List, open the invoice.
  2. Select the Receive payment link.
  3. Tick the invoice transactions and enter an amount under the Payment column.
  4. Click Save and close.

 

See this article to learn how to personalize sales forms to improve business communications: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

If you'd like to change invoice payment options for online invoices and in-person sales, check out Step 2 in this guide: Take and process payments in QuickBooks Online with QuickBooks Payments.

 

Let me know if that answers your question about the sales transactions. Please don't hesitate to join us back in the Community if you need anything else. 

SHERRY592
Level 1

How do I turn off the credit card payment option in my invoices?

THIS DID NOT WORK! 

MJoy_D
Moderator

How do I turn off the credit card payment option in my invoices?

Hello, @SHERRY592

 

Can you tell me more about the problem that you're having with your QuickBooks account and the steps that didn't work? That will help us provide an accurate solution to the concern you're having. 

 

You can click on the Reply below to add more details. 

 

I will wait for your response. Stay safe, and have a wonderful day!

accounting@exhib
Level 1

How do I turn off the credit card payment option in my invoices?

I do not want to turn off the option of paying with a credit card.  Example below, I chose EFT, WHY does the "Enter credit card details" show up?  EVERYTIME I have to uncheck this box.

 

Customer
 
AMOUNT RECEIVED
$100.00
Payment method
EFT
Enter credit card details
 
 
Process credit card
ZackE
Moderator

How do I turn off the credit card payment option in my invoices?

Thanks for getting back with the Community, accounting@exhib.

 

To verify my understanding, are you trying to enter a payment from a customer, or are you emailing your invoice to the customer so they can pay it from their end?

 

If you're recording a payment for them yourself and don't want to charge their card, you don't have to enter any card details. Instead, you can select the appropriate payment method from your drop-down list.

 

In the event a card is already on file for your customer and you're concerned you might accidentally charge it, you can use the workarounds in our Delete your customer’s credit card number article to remove it.

 

If you're emailing your invoice to the customer and they're seeing payment options you don't want them to see, you can manually specify which payment methods will be available to them before sending their invoice.

 

Here's how:
 

  1. Go to Get paid & pay or Sales, then Invoices.
  2. Locate an invoice you want to make changes for and click its Edit option.
  3. Hit Payment methods.
  4. Turn your switches on or off to indicate which payment method(s) you want the customer to have available.
  5. Select Save or Save and close.

 

This will only change the payment method(s) available for the one invoice you edited.

 

If you'd prefer to change your company preferences for invoice payment methods, you can do so any time:
 

  1. Use the Gear icon, then go to Account and settings.
  2. Access your Sales tab.
  3. Under Invoice payments, click Edit and specify which payment options you want available on emailed invoices.
  4. Select Save, then Done.

 

I've also included a couple detailed resources about working with invoices and payment methods which may come in handy moving forward:

 

 

I'll be here to help if there's any additional questions. Have an awesome Wednesday!

SHERRY592
Level 1

How do I turn off the credit card payment option in my invoices?

I do the following: 

Gear Icon

Accounts & settings

Sales tab

Pencil

Invoice payments section. 

 

SUPPOSED TO HAVE AN OPTIONTO CHECK AND UNCHECK CREDIT CARD AND ACH PAYMENT METHOD THAT I CAN UNCHECK. 

 

That above option is not available to me. 

 

All I get is: 

payment options: 

payment instructions: 

Please contact classic stone creations inc to pay 

Cancel - Save buttons. 

 

that is what it should be. 

BUT when we are putting in an invoice, we have to uncheck on each invoice to turn off the online payment option. 

we have never set up online payments, nor do we want to. 

 

We are a local company. everyone either comes in and pays, mails a check, or calls with card information (and yes we have a card processing machine). 

 

Archie_B
QuickBooks Team

How do I turn off the credit card payment option in my invoices?

Hi there, SHERRY592.

 

I see that this is a duplicate post, and my colleague has already responded. More information can be found at this link: https://quickbooks.intuit.com/learn-support/en-us/account-management/re-turn-off-online-invoice-paym...

Let us know if you have follow-up questions about payments. We'll be here to help.

mike903mg
Level 1

How do I turn off the credit card payment option in my invoices?

I see the payment method but there is no way to let me edit or any option to make credit cards inactive.

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