Using Novi Pay? Make sure members use the Novi Pay link - not QuickBooks Payments. If a “View and Pay” button appears on PDF invoices, below are two options for how to remove it and prevent confusion.
Option 1: Adjust Invoice Settings in QuickBooks
Remove the button right from QuickBooks with a few quick changes. This will require you to create a "test" invoice that you will delete afterwards.
Open a new invoice in QuickBooks Online
Go to the "+ create" button in the top left corner and select Invoice
Once open, Enter a customer, Product/Service and an amount into the invoice. The rest is not important as you will be deleting it afterwards.
2. Switch to a Modern template
Within the invoice, click Manage (top right).
Under Design, change the invoice style to Modern.
3. Turn off the payment link
While still in Manage, scroll to Design.
Toggle off Add payment link to PDF.
4. Save the invoice
Once you save the invoice, you can then click the More Actions option near the bottom and select Delete.
✨ That’s it! For most people, doing it one time and then saving it updates the settings for future invoices.
Additional Option: Update QuickBooks Payment Settings
Another option that may be done in addition to the top instructions is to remove online payment options from your invoice delivery settings.
This is a good choice if you don’t want to use QuickBooks Payments for invoicing at all.
Click the Gear icon.
Go to Account and Settings > Sales tab.
Under Invoice Payments, uncheck the payment options.
Hit Save and Done.
Once you’ve completed the steps above, QuickBooks will no longer attach the “Pay Now” button to your invoices.
📌 Pro Tip
Send yourself a test invoice to confirm the button is gone. ✅
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