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userheycoachemily
April 30, 2021
Question

How to disable "Review and Pay" button in invoice emails when payments settings are unchecked/not setup?

  • April 30, 2021
  • 1 reply
  • 0 views
The following settings have been checked: - Account and settings > Payments > Payment Methods > I see "Cards" with logos beside it, but I can't tell if that means cards have been enabled - I can't edit it - Online Payments box is left unchecked "Review and Pay" button still shows up on my invoice email when I only want it to say "Print or Save".

1 reply

T
Tammy_H
April 30, 2021

Hi userheycoachemily,

 

Thanks for reaching out in the QuickBooks Community with your question. It sounds like you have Payments set up in your QuickBooks Online account; otherwise, you'd see a Learn More button. Payments can be a quick and easy way to get paid. I can explain how to remove payments and send the invoice without the option without cancelling the service.

 

When you create an invoice, there is a box with credit card icons beside it. You should only see the review and pay on the invoice if the box the red arrow is pointing to is checked. Review your invoices to see if there's a checkmark on them.

 

 

You have two options for dealing with the Payments account. Your first option is cancelling the Payments account. To cancel the account, if it's not you, the Primary Administrator will need to call in to support with the information to verify the account. Payments is an account that you only pay fees if you use it. Once the account is closed, you'll have to complete a new application if you want to reopen it. 

 

The second option is to leave the account active but turn off the online invoice. You can change your invoices from online to text only. 

 

To set your invoices to text only follow these simple steps:

  1. Go to the Gear Icon.
  2. Select Company Settings.
  3. Choose Sales.
  4. Scroll down to Online Delivery, and click on the Pencil Icon in that section.
  5. In the dropdown box, select Text Only, and click Save. Shown here in the image below.
  6. Click Done.

 

Any invoices emailed as text only will deliver a text type invoice with a PDF attached if you choose that setting.

 

To contact support if you have chosen option one by one of these methods:

 

Phone: Call us at 1-855-253-1536 from Monday to Friday between the hours of 9 AM and 8 PM EST.
Schedule a Callback or start a Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat. 
Social Media: Facebook, Twitter, and Instagram.

 

If you have any questions, please let me know. I'm here to help. Have a great weekend!

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