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February 11, 2026
Question

How can I remove the pre-checked option on customer payment page ?

  • February 11, 2026
  • 1 reply
  • 37 views

Over the past two days, we discovered that when customers make a payment, the option “Allow business to charge this payment method for future transactions” is preselected. As a result, many customers complete the payment without noticing this selection. Consequently, when we create a new invoice afterward, instead of seeing the options “Save and close” and “Review and Send,” the system automatically proceeds to confirm and process the payment.

We would like to request that this preselected option be removed and the settings restored to the previous format, where we have the options to “Save and close” and “Review and Send”.

1 reply

QuickBooks Team
February 12, 2026

Hi, Yw5. You can update the invoice settings to send the invoice for online payment instead of charging the saved method.

 

Once customers have saved a payment method, you can use it to charge future payments directly from the invoice. This is why the system automatically proceeds to confirm and process the payment, removing the options to Save and close, and Review and send.

 

To turn it off, here's how:

 

  1. Open the invoice and go to the Manage panel.
  2. Select Payments.
  3. Toggle the Charge a saved method option to OFF

 

To view or manage stored payment methods and other details, refer to this article: Collect and charge stored payment methods from customers.

 

Let us know in the comments below if you have any other questions. We're here to help.