Dropseed
Level 1
‎January 05, 2024 12:44 PM

Invoices: Remove pre-filled text under Payment Options?

When I create a new invoice (+, New Invoice), a form appears in which the text box under Customer Payment Option is pre-filled with text. When the text is deleted the text box prompt reads “Tell your customers how you want to get paid”.

 

I want this text box to be blank every time I generate a new invoice. I wrote text in this box once, and now every time I generate a new invoice it is pre-filled. How can I permanently delete this text? There does not seem to be any options for this in the Manage bar or within the Design Template portal. 

 

Thank you. 

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Adrian_A
Moderator
Moderator
‎January 05, 2024 01:56 PM

Other questions

Hello Dropseed,

 

We want you to come across a different experience than this. 


To ensure we provide the correct solution, can you share a screenshot of the interface where you see the pre-filled information?

 

I'll keep an eye on your response.

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Dropseed
Level 1
‎January 05, 2024 02:46 PM

Other questions

Screenshot is attached. The text box that says “Payments accepted as Check, Venmo or Cash”, I would like this to return to being blank each time I create a new invoice. 

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ChristieAnn
QuickBooks Team
QuickBooks Team
‎January 05, 2024 04:20 PM

Other questions

I appreciate you for coming back to the thread and providing extra details about your concern, Dropseed. I'll ensure that you can permanently delete the pre-filled text in the Tell your customers how you want to get paid box and return this to being blank each time you create a new invoice within QuickBooks Online.

 

The text information displayed in the mentioned box above is dependent on what is entered in the Invoice payments section. That being said, I recommend removing the content and leaving it blank from there.

 

Here's how:

 

  1. Click the Gear icon at the top.
  2. Choose Account and settings.
  3. Go to the Sales tab.
  4. Select the Invoice payments section. Then, click the pencil icon and manually remove the text or details on the box.
  5. Click Save and Done.

 

I've attached a screenshot below for visual reference.

 

 

In case you need steps on how you can record full or partial payment for an invoice, you can read this article: Record invoice payments in QuickBooks Online.

 

Let me know if you need further assistance with this pre-filled text in the invoice in QBO. I'm always around to provide answers and clarifications to your questions, Dropseed. Have a great day ahead and take care.

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