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patty-eisenhaur
September 26, 2024
Question

How do I remove the credit card payment option on invoices?

  • September 26, 2024
  • 1 reply
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1 reply

kabel1657
kabel1657
September 26, 2024

Hello @patty-eisenhaur,

 

To remove the credit card payment option from your invoices in QuickBooks, go to Settings > Account and Settings > Payments. Under the Payment Methods section, uncheck the Credit Card option and save your changes.

 

This will prevent clients from paying via credit card on future invoices. You can also adjust these settings while creating an invoice by clicking on Payment Options. Hope this helps!

 

P.S.: I’m a QuickBooks ProAdvisor with 7+ years of experience. Need help with QuickBooks Bookkeeping?

 

Google my username, kabel1657, to see my proven track record!

M
Maybelle_S
September 26, 2024

I can help you remove the credit card option in your invoices, Patty.

 

In QuickBooks Self-Employed (QBSE), you can turn off the credit card option in the invoice window. It allows you to customize how you want to receive payments.

 

Here's how:

 

  1. Go to the Invoices section.
  2. Select the invoice you want to remove the credit card payment option.
  3. Click Customize settings and select the invoice Payments section. 
  4. Turn off the credit card payment option.
  5. Save your changes.

 

For additional guidance on managing invoices in QuickBooks Self-Employed (QBSE), refer to this link: Create invoices in QuickBooks Self-Employed.

 

Additionally, visit this article to learn how to review and download transactions: Export transactions and get reports.

 

Let us know if you have further questions about removing the credit card option from your invoices. The Community is always available to help you with your concerns.

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