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T
tina105
July 24, 2024
Question

Is there a way to turn off the payment option on all estimates instead of doing each one at a time?

  • July 24, 2024
  • 1 reply
  • 0 views
This new function is a nightmare for those of us who have multiple vendors and many clients.  A way to turn off payment button on estimates would relieve much work

    1 reply

    J
    JuryL
    July 24, 2024

    Hi @tina105.

     

    Updates can definitely change how we process our workflows, especially when we're handling large amounts of data. I would like to jump in and share some details about the payment option on your estimates.

     

    As of now, there's no direct way to turn off the payment option of your estimates in batch. As a workaround, you can consider turning off the Payment Method from the Accounts and Settings. Let me discuss this in detail and guide you on how to proceed.

     

    Just a heads up, it will also affect your payment options for invoices. To proceed, please follow the steps outlined below to turn off the payment method.

     

    Here's how:

    1. Go to the Gear icon.
    2. Under Your Company, click Account and Settings.
    3. Then, proceed to the Sales tab.
    4. From there, uncheck all the Payment Options under Invoice Payment.
    5. Tick Save.

     

    In the meantime, we suggest sending feedback. This will help us improve your experience with the program and will be shared with our Product Development team:

     

    1. Go to the Gear icon, then choose Feedback.

    2. Type in your comments or product suggestions.

    3. Select Next to submit.

     

    Moreover, you can also check these links on how to convert estimates to invoices and customize the transactions in QuickBooks:

     

     

    You can always post a reply if you need assistance in dealing with your transactions in QuickBooks.

    P
    PBJ10
    July 25, 2024

    @JuryL Why would you direct @tina105 to turn off payment options on invoices when they just want them turned off of estimates?

    K
    KayePe
    July 25, 2024

    We appreciate your question regarding my colleague's response regarding turning off the payment option on all estimates in QuickBooks Online (QBO), @PBJ10.

     

    Note that we can't disable the payment option in estimates by batch. With this, you can turn off the Payment Method. However, know that it can affect the invoice payment options. If you have the same concern, please refer to the updated response from my colleague above.

     

    For now, I recommend sending a message to our development team. We're continuously working to enhance the product's features to ensure our customers have the best online experience. This way, they can review your suggestion and may consider it for future product enhancements. Here's how:

     

    1. In the Gear icon, choose Feedback.
    2. Put your product suggestions.
    3. To submit, hit Next.

     

     

    For future use, once you convert your estimates into invoices, you can see this reference as a guide for its payments: Record invoice payments in QuickBooks Online.

     

    Make this thread active as you drop your other query about handling the payment options in QBO. We're here to help you in any way. 

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