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small business858
December 21, 2023
Question

How do i remove the Pay Now link on the PDF of my invoices?

  • December 21, 2023
  • 1 reply
  • 0 views
I've just switched over to Quickbooks online and cannot find a way to remove the Pay Invoice button that suddenly started appearing on my invoice PDFs. (I can open it in Acrobat and edit there, but would like to not have that extra design step.) it's completely inappropriate for my billing large corporate clients, I submit via their systems, not the reverse.

    1 reply

    A
    AileneA
    December 21, 2023

    I have an easy way to remove the Pay Now link button, small business858.

     

    I'll help you turn off the customer payment option in the Invoices section of QuickBooks Online. We can set and turn off the payment option under Invoice payments, change the email option for invoices, and select HTML so the payment option won't show up when sending invoices. Here are some steps that you can follow. 

     

    Firstly, you need to click on the Gear icon located in the top right corner of your QuickBooks Online account. After that, select Account and Settings from the options displayed. 

     

    Next, you need to select the Sales tab on the left menu. Under the Invoice Payments section, you'll see the Online Payments checkbox. To turn off the customer payment option in the Invoices, uncheck this box. 

     

    Once you have done that, click on Save and then Done. 

     

     

     

     

    In addition to turning off the customer payment option in the Invoices, you can also change the email option for invoices. This will ensure that the payment option does not appear when sending invoices. 

     

    To do this, return to the Sales form content window and click on the Online delivery. You will see an Additional email option for invoices dropdown. Select HTML from the dropdown. 

     

    After making this change, click on Save and then Done. 

     

     


     

     

     

     

    By following these steps, you'll be able to turn off the customer payment option in the Invoices in QuickBooks Online and send invoices without the payment option showing up.
     

    In case you want to know when QuickBooks deposits your customer payments into your bank account. You can refer to this article for detailed information: Find out when QuickBooks Payments deposits customer payments.

     

    Feel free to reach out if you have any further questions or need additional guidance. Your financial accuracy is vital, and we're here to support you every step of the way. Have a great day!

    S
    small business858Author
    December 21, 2023

    Great instructions but there is no toggle in my settings, presumably because I have it turned off elsewhere. 

    S
    Shania_C
    December 21, 2023

    Hello there @small business858.

     

    Regarding your concern about the absence of a toggle button on your QuickBooks Online settings that would allow you to remove the Pay Now link from your invoice PDFs, I have an idea to share with you.

     

    There are 4 levels of access you can give users in QuickBooks Payments. 

    It might be one of the reasons why you cannot toggle the button in your settings. 

     

     

    A Full Admin has access to all pages and features available to the account. On the other hand, a Limited Admin can manage users, except full admins, and cannot add accounts or services such as Account Profile. A Full User can access payments, reports, and statements but cannot view account management pages such as users or Account Profile. Lastly, a Limited User can access payments if invited through GoPayment permissions but cannot access the merchant service center.

     

    The four access levels mentioned in the following steps are only applicable to user roles for Payments Account users. User roles for other Intuit services products, like Payroll, ProSeries/Lacerte, TimeTracker, etc., cannot be modified using the steps outlined below.

     

    Users who have access to other Intuit services cannot be removed once they are linked with a merchant service account. Their roles can only be restricted.

     

    It is not possible to update user roles when accessing the Payments Account from an automatic connection within QuickBooks. To change or update user roles, the Payments Account must be accessed from an external browser. Account from an automatic connection within QuickBooks. The Payments Account must be accessed from an external browser to change or update user roles.

     

    Furthermore, if you are the admin and you can't still use the toggle button, I advise reaching out to our support team to obtain further assistance. They have the expertise and tools to help you troubleshoot the problem and provide the most accurate guidance.

     

    Here's How:

     

    Contact Support

     

    1. Sign in to your QuickBooks Online company.
    2. Select Help (?).
    3. Select either tab to get started:
    • Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.
    • Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
      • Start a chat with a support expert.
      • Get a callback from the next available expert.
      • Ask the community to get help from businesses like yours.

     

    Support Hours

    

    Plus, Essentials, Simple Start M-F 6 AM to 6 PM PT and Saturday 6 AM to 3 PM PT Advanced, any time, any day

     

    Moreover, I'll be sharing this article if you want to add multiple people on your team to handle customer payments, add them to your business's QuickBooks Payments account:

    Add users to QuickBooks Payments

     

    Thank you for choosing QuickBooks, we appreciate your business. If you have any further questions or need assistance with QuickBooks Payments, please don't hesitate to contact us.

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