Turning Off the Online Payment Link in QuickBooks Invoices

| August 2, 2011 | 12 Comments

Although I love the Intuit PaymentNetwork for collecting customer payments, it doesn’t fit everyone’s needs. Unfortunately, QuickBooks has a tendency to try to force this on us, and I see a lot of complaints about that “pay online” tag that QuickBooks inserts into invoices. It seems like a good time to review how to turn this off since I’m still seeing complaints.

Here is a portion of an invoice printed with QuickBooks Premier 2011. Note the “pay online” link.

Pay Online Link in QuickBooks Invoice

You may also see it in the PDF copy of an invoice if you use QuickBooks to create the email. In this case, it shows in the footer of the template. Sometimes this can overlay or move other features in my invoice template.

QuickBooks emailed invoice

You also get an “advertisement” for this in the email message that is created.

Text in email message

One of the annoying features of this is that I didn’t ask them to put this in. It shows up this way when I create a new company, it shows up when I convert a company over from an older version. Very annoying. And, to make it worse, if I haven’t set up an account with Intuit PaymentNetwork, when my clients click on that link they get this information, which really makes me look bad…

IPN if I don't have an account

Now, keep in mind, I really like Intuit PaymentNetwork. I use it in my business when I can, it saves me a lot of money in merchant processing fees (only $0.50 per transaction). But, it is my opinion that I should have to decide that I want to use this, rather than have them insert what is essentially an advertisement in my invoices.

How Do I Turn It Off?

The simplest thing to do is to just un-check the show online payment link box in the lower left of your invoice.

QuickBooks Online Payment Link

However, that isn’t a permanent fix. Every new invoice will have that box checked. What you need to do is to change your preference settings.

Select Edit and then Preferences. Select the Payments preference and click on the Company Preferences tab. There are two boxes to make sure that you un-check in the bottom of the screen.

Intuit PaymentNetwork Preference

New invoices will not have the links, usually. In some cases, though, I’ve seen that the first invoice you create after making this change may still have the box checked. Watch that – uncheck it and future invoices should be OK.

Note that all existing invoices that you have will not be changed – if they were checked before, they will still be checked. So you should keep an eye on this.

In some revisions of QuickBooks you may also find that you have to do some repairs to your invoice templates (print form), if they were altered to add the links. There were some cases where the form was altered to make room, and disabling the preference didn’t set the templates back to the normal arrangement. That is unusual, though.

Again, I do like Intuit PaymentNetwork – I just object to having this feature enabled by default, particularly since the links may be asking my customer to call me back to set up an account.

Update 8/4/2011: The R7 (and R8) releases have changed one aspect of this – if you create a new company file, the “Show Payment Link” options are now turned OFF by default. This is a vast improvement. It should have been that way in the beginning. Thankfully Intuit has listened to the clamor over this issue.

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Category: Billing

About the Author (Author Profile)

Charlie Russell is the founder of CCRSoftware. He’s been involved with the small business software industry since the mid 70’s, focusing on inventory and accounting software for small businesses. Charlie is a Certified Advanced QuickBooks ProAdvisor. Look for Charlie’s articles in the Accountex Report blog, as well as his California Wildflower Hikes blog.

Comments (12)

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  1. Lisa Glover says:

    Thank you! Yes, this is frustrating for me as well as my customers who are trying to pay.

    Lisa Glover

  2. Thank you Charlie. This has been my complaint as well. None of my clients are in a position to use the Online Payment Link yet. I will help them get there and then turn it on.

  3. Hal Rosen says:

    I was notified of this by a client who tried to pay me and I wasn’t set up. I’m glad I was prompted to sign up as I really like the service and the fees are far less than credit cards.

    This is typical of how Intuit has failed to communicate in advance with the Pro Advisors. I’m currently on a committee with Intuit where they are looking to improve communications. Look for new announcements this month!

    • Charlie says:

      Yes, Hal, I do like the feature, and it serves me well. But it doesn’t work for everyone, and it shouldn’t be on by default.

      Good news – I missed this, but the R7 (and R8) releases change the behavior. When you create a new company file with these revisions, the Show Payment link preferences are turned OFF by default. I haven’t tested a conversion of a file from an older year of QB to 2011, but I would hope that the same holds true there.

      And, Hal, feel free to contact me if you have anything else you would like to discuss.

  4. Liz alexander says:

    Thanks for the update. What I’d like to do at times is to turn off the option to pay online via credit card buy still allow use of the IPN. I can’t seem to figure out which setting offers which service to customers. Any thoughts?

    • Charlie says:

      Liz, are you signed up for any other Intuit Payment Solutions program?

      In the “Payments” preferences, at the top, do you have an “on” setting by any of the “Intuit Payment Solutions” options?

  5. Cathy says:

    I have been trying to turn it off. You have to be in single user mode, and log in as admin. When I do that, I can uncheck the box, but this is only working under the admin login. When our other users log in, the box isn’t unchecked, and attempting to uncheck it, reminds you to log in as admin. Frustrating!

    • Charlie says:

      Cathy: What QB product/year of product are you using? And, is this a “hosted” solution, or installed locally on your computer? I’ve not seen this myself. Also – if you have QB locally, press F2 and tell us what “Revision” you are using…

  6. David says:

    Is it possible to change the payment link to point to a different online payment portal. We do not use the QB solution but we do have a payments page that our clients can use

    • Charlie says:

      Not this particular link. It is an Intuit feature, only.

      You can add your own text to the form, but it won’t be an active link.

      You can use some other service that will manage this kind of thing for you – take a look at Bill & Pay for example. Possibly Bill.com

  7. Jan and Janet says:

    Thank you so much for this information!! It was extremely helpful! We appreciate it.

  8. Mark says:

    Thank you! Great instructions, too!

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