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Supermario99
October 6, 2021
Solved

Remove Review & Pay button on invoices

  • October 6, 2021
  • 4 replies
  • 0 views

I don't accept online payments through QBO.  How can I get rid of the review & pay button on the customer e-mail?  Th "Send an invoice that your customer can pay online" button is checked and I can't uncheck it.

 

 

Best answer by Giovann_G

Hi there, Supermario99.

 

I can share information so your customer no longer sees the review and pay button.

 

You can change the Additional email option for invoices to Plain text in QuickBooks Online. This will remove the review and pay button when emailing invoices to the customers. I'll show you how.

 

  1. Go to the Gear icon.
  2. Select Account and Settings.
  3. Click the Sales tab.
  4. Look for the Online delivery, then hit the pencil icon.
  5. In the Additional email options for invoices field, choose the Plain text.
  6. Click Save, then Done.

 

You can also change the appearance of your sales forms, check out this article for more details: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Furthermore, I've included this resource so you'll have a guide to manually record invoice payments: Record invoice payments in QuickBooks Online.

 

Drop a comment below if you have further questions about managing your invoices. I'm always around here in the Community to help you. Keep safe and have a wonderful day!

4 replies

G
Giovann_GAnswer
October 6, 2021

Hi there, Supermario99.

 

I can share information so your customer no longer sees the review and pay button.

 

You can change the Additional email option for invoices to Plain text in QuickBooks Online. This will remove the review and pay button when emailing invoices to the customers. I'll show you how.

 

  1. Go to the Gear icon.
  2. Select Account and Settings.
  3. Click the Sales tab.
  4. Look for the Online delivery, then hit the pencil icon.
  5. In the Additional email options for invoices field, choose the Plain text.
  6. Click Save, then Done.

 

You can also change the appearance of your sales forms, check out this article for more details: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Furthermore, I've included this resource so you'll have a guide to manually record invoice payments: Record invoice payments in QuickBooks Online.

 

Drop a comment below if you have further questions about managing your invoices. I'm always around here in the Community to help you. Keep safe and have a wonderful day!

S
Supermario99Author
October 7, 2021

Great.  Thank for for your quick reply and clear instructions.  I have tested and it works!

E
ExPtNEFL
June 7, 2024

This is a sneaky way to take your money. I didn’t know it was there, I assume it is new, and send an invoice to my customer as usual. My customer clicked the button and paid even though I had now set up for receiving payments. Now my payment is locked into so third (or fourth actually) party where J cannot get it until next week. An $8k payment they are holding for “risk analysis.” It is just a way to make money off of us. 

I am canceling my account as soon as I get my money. These people are shrewd thieves. 

E
ExPtNEFL
June 7, 2024

Ha ha, I am posting my experience but they are censoring it. 

E
ExPtNEFL
June 8, 2024

Under account and settings there is an Accept Payments tab. It is disabled. All the other tabs work but you are not allowed to decline accepting payments. Why does this button not work?

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