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M
maya-qcerris-com
December 25, 2023
Question

How can I remove the "Review and Pay" button email invoices with a custom form. When removing payment options for a non custom form, it says View details.

  • December 25, 2023
  • 1 reply
  • 0 views
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1 reply

C
ChristieAnn 11
December 25, 2023

Thank you for visiting the QuickBooks Community, maya-qcerris.

 

I've got steps to ensure you can remove the "Review and Pay" button for email invoices with a custom form in QuickBooks.

 

I recommend manually turning off the Online payment option for non-custom forms every time you email an invoice within the program.

 

Here's how:

 

  1. You can go to the Invoice page or you can also open an existing entry.
  2. Click the Edit link beside the Online payments.
  3. You'll be routed to the Edit payment methods section.
  4. Uncheck the tick box for the online payment option.
  5. Click OK to save the changes.

 

In case you need guidelines on how you can record partial payment for an invoice, you can read this article: 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 further,  maya-qcerris. Keep safe and have a wonderful day!

A
avisn4u
April 3, 2024

Hi, I followed the instructions but it didn't work, I don't have any options "checked" and the "Review and Pay" button is still there.  I only accept Zelle app & checks, but it doesn't have either option in the Payment Options.  Can you please help?

Thank You,

LInda 

JoesemM
JoesemM
April 3, 2024

We recognize your need for the feature to remove the Review and Pay button from email invoices in QuickBooks, avisn4u.

 

Currently, the option to remove the review and pay button in your email invoice is unavailable in QuickBooks. This will still appear. even if you accept Zelle app checks and haven't turned on the online payments feature.

 

That said, you'll want to send feedback to our Product Development Team. At times, we roll out product enhancements based on the requests that we receive from our customers. Here's how to submit feedback:

 

  1. Go to the Gear icon, then Feedback.
  2. Enter your comments or product suggestions. 
  3. Then select Next to submit feedback.

 

You can track feature requests through the QuickBooks Online Feature Requests website.

 

Additionally, I'll be sharing these resources that will guide you in personalizing your sales forms and how to record customer payments in QuickBooks Online:

 

 

Let me know if you have any other questions about the review and pay option for your invoices. I'd be happy to help. Take good care.

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