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Matthew Leeden
March 3, 2020
Solved

Hi, how do I turn off by default the option to accept online payments on invoices? Thanks, Matthew

  • March 3, 2020
  • 2 replies
  • 0 views
Original commenter did not share additional details
Best answer by GeorgiaC

Hi Steve, thanks for joining this thread.

 

Currently, there's no way to change the default setting to off(removing the app is the only way but yes it takes the option off completely) and this would need to be manually unchecked on the invoice each time before sending - we agree this would be a handy option to have and we'd be grateful if you could submit a feedback request by going to the Cog > Feedback within your account, this way your comments will be submitted directly to our developers who're able to review and implement such changes. 🙂 

2 replies

J
JamesDuanT
March 3, 2020

Hello Matthew Leeden,

 

We can turn off the online payments option through the Custom Form Styles. Here's how to do it:

  1. Click the Gear icon in the upper-right corner and select Custom Form Styles.
  2. Look for the template and click Edit.
  3. Go to the Payments tab and make sure to remove the check mark for Online payments and Direct Debit.
  4. Click Done.

You can also set Preferred payment method for that customer.

  1. Click Sales on the left menu and go to the Customers tab.
  2. Look for the customer profile and click Edit.
  3. In the Customer information window, go to the Payment and billing tab.
  4. You can leave the Preferred payment method field as blank.
  5. Click Save.

If you have additional queries about this, please let us know. 

M
Matthew LeedenAuthor
March 3, 2020

Hi,

Thanks for getting back to me.  These are set as you described, and the accept payments via paypal is still ticked when I create a new invoice.  I have also disconnected my PayPal account from Quickbooks, so all I have now is my bank account transactions being fed into Quickbooks, and it's still ticked by default.

Any other ideas?

Thanks,

Matthew

A
Ashleigh1
March 3, 2020

Hello Matthew, 

 

Can you go into my apps and go into paypal and remove the accept payments from paypal in there this should stop the default. Let us know how you get on.  

D
dadadale
January 6, 2021

Hi Guys,

I'm having the same issue. I want to turn the automatic tick of "Accept card payments with PayPal". I may have 1 of 50 or 100 clients who need to pay via card. So unticking every invoice is annoying, also if i forget then a client may pay via that method and I don't want them to. 

Can QBO please in the back end create a button in settings or somewhere to have this automatically turned off or on. 

Kind regards,
Dale

    D
    dadadale
    January 6, 2021

    As a side note to add on here, I don't want to have to remove my paypal account from that accept payment feature then re-add it every time I have a client that needs that pay via that method. I hope that makes sense. 

    Thanks,
    Dale

      Kristine Mae
      Kristine Mae
      January 6, 2021

      I'll share a few details, Dale.

       

      We're unable to turn off the feature automatically. You'll have to log in to your Paypal app and disconnect it manually.

       

      If you wish not to use Paypal for your client, you'll have to uncheck the Online payment option in the invoice. 

       

      Let us know if you have other questions. You can always get back to this thread. Keep safe!

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