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box0920
December 10, 2024
Question

Disable all payment options on invoice. Collect by

  • December 10, 2024
  • 1 reply
  • 0 views

I want to collect only cash payment option, but I want to also send the customers an invoice. I'm able to remove the credit card option, but it doesnt seem like I can remove the BANK payment option. How can this be removed from showing up in the invoice? 

1 reply

J
JeraldR
December 10, 2024

Hello @box0920 

 

Thank you for sharing your thoughts about removing payment option. 

 

We're unable remove the bank payment option from the invoice since it's part of the choices. However, you can turn it off so the customer can only pay using other payment options. I'll guide you how to do this.

 

  1.  Go to Sales and select Invoices.
  2.  Locate the invoice you want to edit and hit Edit.
  3.  On the upper right corner click Manage, then select Payment options.
  4.  Turn off the switches for the payment option.


     
  5. Select Review and Send.

 

For future reference, check this article to learn how to receive and record invoice payments in QuickBooks Online: Record invoice payments.

 

If you still have questions or concerns about payment options, feel free to hit the Reply button below. I'm here to make sure your concern is well addressed. 

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