Skip to main content
I
info-joycemedia-
April 20, 2024
Question

How to remove the review and pay button when you email an invoice?

  • April 20, 2024
  • 1 reply
  • 0 views
 My clients only send checks. I do not want to confuse them by adding the review and pay button on the email. Invoice. Is there a way to remove that?

    1 reply

    I
    IrishNinoJ
    April 20, 2024

    Hello there, joyce.

     

    Let me walk you through on how to turn off QuickBooks Online Payment. 

     

    To remove the online payment option, make sure to uncheck the Cards and Bank transfer boxes. This way, your clients will only see the Print or save button. You can turn it off by following these steps:

     

    1. Log in to your QuickBooks Online account.
    2. Click + New and choose Invoice.
    3. Under Online payments, uncheck the Cards and Bank transfer.

         4. Input all the necessary information.

         5. Select Save and send.

     

     

    You can read this article to learn more about QuickBooks Online payments: QuickBooks Online Payments.

     

    If you have further concerns about payments in QuickBooks Online, feel free to come back here in the Community. We're here to assist you 24/7.

    I
    info-joycemedia-Author
    April 20, 2024

    Those boxes are unchecked, but the button,  "Review and pay", still appears on the email when I send it. I have not found a way to overcome it.

    Unfortunately, I am unable to add an attachments.

      JoesemM
      JoesemM
      April 20, 2024

      We recognize your need for a feature that allows you to remove the review and pay button from email invoices in QuickBooks, joycemedia.

       

      Currently, the option to remove the review and pay button in your email invoice is unavailable in QuickBooks Online. I can see the importance of having this feature, and I encourage you to submit feedback directly to our product engineers. At times, we roll out product enhancements based on the requests that we receive from our customers.

       

      Here's how to submit feedback:

       

      1. Click the Gear icon at the top, and then tap Feedback.
      2. Enter your comments or product suggestions.
      3. Then select Next to submit feedback.

       

      You can track your feature requests through our QuickBooks Online Feature Requests website. For more details, please browse through this article: How do I submit feedback?

       

      Also, can you give more details about the attachment you're having trouble adding? Did you encounter any error messages, and which section of QuickBooks are you trying to add it to? This information can assist us in being on the same page and providing a precise solution.

       

      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:

       

       

      If you have any further inquiries about the review and pay feature for your invoices, please don't hesitate to reach out to us by leaving a reply below. We're always here to help. Stay safe.

      Terms & ConditionsAccessibility statement