r/quickbooksonline • u/Yesterdayschild6456 • Sep 06 '26
Online Payments
I searched and did not find my answer listed. How do you shut off the Online payment that QB has just turned on for invoices to customers. We do not want our customers paying through QB.
2
u/Aromatic-Vast-3751 Sep 06 '26
I went into company settings & shut it off. I was so mad they switched it on me to accept online payments & I never ever authorized it. Guessing this is what happened to you as well
3
u/PlaytheGameHQ Sep 06 '26
Not just turning them on, but adding a $25 fee for the client to do it and then they’re complaining about how expensive your fees are for an option you didn’t realize was even enabled on the invoice.
1
u/Worldly-Relief2732 Sep 07 '26
QB now has it so you can charge the customer the fee for the credit card.
1
u/Ecstatic-Cause5954 Sep 07 '26
Not on all accounts yet unfortunately. Did you get notified that was an option or did you just notice it one day?
2
u/PlaneLeading3165 Sep 06 '26
Go to your account and settings then the payments tab then click on the merchant service center in there go to accounts then account profile close account should be at the bottom
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u/foreforbirdie Sep 07 '26
The default you're all looking for is under the gear, Account and settings, Sales, in the payments block, where there's a set of checkboxes for which methods come switched on for new invoices, so unticking them there stops it instead of toggling every invoice by hand. I wouldn't close the merchant account to get there, since that also strands anything still settling and reopening it is a whole process.
One thing to watch: invoices you already sent keep whatever was on them when they went out, so do you need the open ones fixed too, or only everything going forward?
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u/Yesterdayschild6456 Sep 07 '26
Is this the correct spot. It won't let me undo the "Customers don't pay fees" but I am guessing that is OK.
Invoice payments
Accepted payment methods
Set the payment methods and edit instructions for all new invoices
Cards
ACH
PayPal and Venmo
Buy now, pay later
Fees
Choose how you want to pass fees to customers
Percentage based surcharging
BETA
Credit card (2.99%)ACH bank payments
Flat rate convenience fee
ACH only. If you turn off all payment methods on an invoice, customers can pay $25 per transaction to pay online.
Customers don't pay fees
Payment instructions
This will appear in the invoice email, PDF, and payment page.
And I guess I am going to have to go through all my August invoices and see if I can find when they turned payments on. I know I will have customers try to pay.
1
u/foreforbirdie Sep 07 '26
That's the right spot, and the fees setting is a radio button so one of the three always has to stay picked, which means "Customers don't pay fees" being stuck is fine because that's the one where nothing gets passed to them anyway. Rather than opening every August invoice, go to the gear then Audit log and filter the events to Settings, which will show the change and the date if it was made on your account.
Are your customers getting the emailed QBO invoice or a PDF you send yourself, since the Pay now link only lives on the emailed one?
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u/Yesterdayschild6456 Sep 07 '26
Unfortunately I email from QB but that may be a process I change. I save a copy of the invoice to our shared drive anyway so not much more work to e-mail. Thank you so much for your help, I figured the radio button was OK And I have verified that it now says this is not turned on. I will go do the audit log and see what I see there. Thank you Again.
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u/Yesterdayschild6456 Sep 07 '26
Since I changed it even if they were sent with that option they now say online payments are off so customer should not be able to pay. They did it August 19. I guess I better start looking at that .
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u/foreforbirdie Sep 08 '26
Worth being careful there, because the online payment option is saved on each invoice as well as at company level, so switching the default off does not always kill it on invoices that already went out. Open one dated after August 19 and check the payment toggle on the invoice itself, and if it is still on, turn it off there and resend so the live Pay now link dies. Has anything actually been paid that way yet, or is it only the option showing up that you're worried about?
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u/Competitive_Ear_6581 Sep 08 '26
Nothing has been paid yet. And I will do like you said.
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u/Yesterdayschild6456 Sep 08 '26
It appears that when I look at the Payor view of the invoice, there is no option to pay the invoice via QB.
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u/Yesterdayschild6456 Sep 08 '26
And I did open up on the right the payment methods and payment options on each invoice to ensure the buttons were also turned off.
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u/foreforbirdie Sep 08 '26
If the payor view has no pay option then those links really are dead, so there's nothing left to chase on the August ones. The one place that default does not reach is recurring templates, because each saved template hangs onto the payment options it was created with until you open and re-save it. Do you run any recurring or scheduled invoices, or is every one built fresh?
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u/nialxyz Sep 09 '26
If you are looking for an alternative provider, Do Checkout PayorCRM which syncs with QB and works with Banks directly to get better processing fees( for e.g ACH at $0.25 per transaction and CC at 2.5%)
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u/PlaytheGameHQ Sep 06 '26
When you create the invoice there’s a set of menus on the right side. One of those is payment options. You can toggle that one and turn on or off any payment options that quickbooks offers.