Customer Payment Options

On the new (2024) invoice layout you’ll find Customer payment options below the Product or service section of the invoice.

Payments Not Activated

If you haven’t set up this feature the payment options will appear grayed out, and you’ll see a link to Activate Payments.

Clicking Edit opens the Payment options section of the Manage menu.

Again, the payment options appear grayed out and you’ll see a Set up link.

Clicking the Activate payments or Set up link will take you to a separate screen where you can activate various payment methods for your account.

Payment Options Activated

When you activate your payment options, the Manage menu will show a list with toggle switches.

You can see here that PayPal is toggled on. I can toggle it off and save the invoice.

However, when you create a new invoice, PayPal automatically turns back on.

To turn off any of these options on ALL invoices you have to edit Invoice payments in the Sales settings.

Edit Invoice Payments

To access the Sales settings, click the gear in the upper right corner. Then click Account and settings under YOUR COMPANY.

On the left side click Sales. The second section is Invoice payments. Click the pencil on the right to edit these settings.

Uncheck any payment options you want to remove from all invoices, including PayPal. Click the Save button. Then click Done in the lower right corner.

You now know how to update the payments you accept on your invoices. Scroll down if you’d like to watch a video walkthrough.

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