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February 28, 2023
Question

Do not allow payments through QB

  • February 28, 2023
  • 1 reply
  • 0 views

We do not yet have our bank account set up to receive payments in QuickBooks (and may not as I'm not sure our boss wants to pay the fees). When we send out our invoices, it includes the button "Review and Pay". Two questions:

 

1) How do I change this to say just "Review"?

2) How do I change where this link goes to? Right now it takes users to a screen to pay by credit card.

 

Thank you.

1 reply

February 28, 2023

Hello ABN1055, Thanks for posting on the Community page, In the main cog wheeI in the custom form styles section if you put your bank detail  edit> content>3rd box ) its up to you how they then pay either by card or bank transfer or you set up a standing order or DD, if not using a 3rd party provider then we advise to go to the main cog wheel>account and settings>sales > online delivery and then change to plain text as this will then remove the review and pay option.