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dean-bigheritage
October 5, 2023
Question

How do I switch off the options when I email an invoice that says "looking for a way to pay?" etc. I just want to send a PDF invoice and no other options. It's confusing

  • October 5, 2023
  • 1 reply
  • 0 views
Original commenter did not share additional details

    1 reply

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    RoseJillB
    October 5, 2023

    Hi there, dean.

    Let me address your concern about the invoice message you're referring to when sending an invoice via email.

    To start, does this message appear to be a pop-up? If so, you can click the exit button to close it. These pop-ups usually appear with offers that would improve your QuickBooks invoicing experience. Otherwise, could you tell me more about this email message? I'd appreciate it if you could provide me with a screenshot to sort it out.

    I'll wait for your response to provide fixes accordingly. 

    D
    dean-bigheritageAuthor
    October 5, 2023

    Here is what a customer will receive when I send an invoice.

     

    https://photos.app.goo.gl/cZgLwWNuqhWDQznE8

     

     

    I don't want them to have the option of "looking for a way to pay?" It's very confusing

      S
      sales51
      October 5, 2023

      We haven't linked our bank account to QB (use external method of processing payments) and I'm also looking for a way of removng the link to "Review and Pay" on the message sent with the invoice as a pdf attachment. It confuses a lot of our customers. I've searched and searched and it seems impossible to remove. Annoying!!

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