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nathan-a-meyer
December 16, 2024
Question

Is there a way to remove the "Looking for a way to pay?" message when a customer clicks on an invoice link? I haven't found anything that changes that landing page.

  • December 16, 2024
  • 1 reply
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1 reply

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CarlSJ
December 16, 2024

Certainly, Nathan. There's a way to eliminate the message you’ve encountered while sending invoices to your customers. I'd be more than happy to assist you in this process, ensuring correct information displays and avoiding potential misunderstandings with your customers.

 

To begin with, let's take a moment to review your payment settings in QuickBooks Online (QBO) to determine if the payment options have been turned off. This could explain why your customers see the message "Looking for a way to pay?" when they view their invoice after you have sent it to them:

 

  1. Sign in to your QBO account.
  2. Go to the Settings icon and select Account and Settings.
  3. Click the Sales tab and select the Invoice Payments section.

     

  4. Tick the boxes for the payment methods you prefer.
  5. Click Save and Done.

 

Also, when you create an invoice for a particular customer, you'll have the option to activate the payment methods directly on the invoice page. By doing so, your customer will not get the unnecessary message when they access and review their invoice:

 

  1. Go to the + New icon and select Invoice.
  2. Fill out the necessary details for the invoice.
  3. Click on the Manage button.
  4. Select the Payment options dropdown.

     

  5. Enable the payment method you prefer for that customer.

 

When a customer makes a payment on an invoice, it's essential to document that payment transaction. This involves linking the payment to the corresponding invoice and ensuring records remain accurate and up-to-date.

 

By reviewing and adjusting these settings, we can help eliminate that message and create a smoother invoicing experience for your clients. Is there anything else I can assist you with managing invoices? Let me know below and I'll assist you right away.

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nathan-a-meyerAuthor
December 18, 2024

Thank you for your response, but this was not related to my question. When a customer clicks on the invoice link from an email, they are taken to a landing page that has a message stating "Looking for a way to pay?" with two buttons to let the company know or not. I do not want them to see that message because there will not be an online payment options - I only want to deliver the invoice. 

 

So my question...is there an option to just send a link to the invoice without asking them about payment options?

 

Link to screenshot 

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BabyB
December 18, 2024

Thank you for clarifying your concern, Nathan. I can see how the current message may cause confusion for your customers. I'll provide you with another way to prevent this from happening again once you send invoices to your customer.

 

Let's change the Online delivery option in the Accounts and Settings to Plain text to fix this.

 

Here's how:

 

  1. Go to Settings.
  2. Select Account and Settings, then choose Sales tab.
  3. Scroll down to Online delivery, then select Plain text.
  4. Click Save and Done.

 

Whenever a customer pays an invoice, it's important to record the payment transaction. This process involves associating the payment with the appropriate invoice and ensuring that all records are precise and current.

 

If there's anything else you need or if you have further questions about sending an invoice to your customer, please reply below. I'll respond promptly.

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