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garyforkris-gmai
Level 1

I want to email and text invoices to my customers, but I do not want the QBO payment options to appear on the email. How do I achieve that?

 
1 Comment 1
SheandL
QuickBooks Team

I want to email and text invoices to my customers, but I do not want the QBO payment options to appear on the email. How do I achieve that?

To remove the payment option from the email, you'll have to turn off these on your end, garyforkris. Let me lend a hand on how to achieve this.

 

If you disable the payment methods from your Invoice page, it will ensure that they will no longer appear when you send an invoice to your customer. To accomplish this, here are the steps you can follow.

 

  1. Open your QBO account, then + New, and select Invoice.
  2. Click the Gear icon on your invoice page.
  3. Head to the Payment option dropdown.
  4. In the Accepted payment methods, untick the payment options. Also, you can untick the Payment link option from the Design dropdown.
  5. Add the necessary information.
  6. Hit Review and send, then Send invoice.

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If you need to enter customer payments in QBO, please refer to this article for detailed instructions: Record invoice payments in QuickBooks Online.

 

Feel free to reach out if you need assistance with emailing invoices to your customers. I'm here to help you anytime.

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