How can I ensure my clients don't pay using my accounting software invoice?

If you send your invoices through your accounting software, it's possible that the PDF copy of your invoice still includes a payment link for making payments through your software. If this is the case, then your client may accidentally pay using that payment system instead of Forwardly, potentially causing unexpected fees or delays. 

To fix this issue, you will need to remove any "Pay Now" or "Pay Invoice" buttons or links from your invoices. Here's how to fix it for each leading accounting software platform Forwardly supports. 

How to remove the Pay Now Link from QuickBooks Online Invoices

1. In QuickBooks Online, click on the Gear icon.
2. Select Account and Settings, then open the Sales tab.
3. In the Invoice Payments area, uncheck the payments options checkbox.
4. Select Save and Done.
5. Click on the Gear icon again.
6. Find Account and Settings.
7. Open the Sales tab.
8. Find the Online delivery section.
9. Choose HTML from the Additional email options for invoices dropdown menu.
10. Select Save and Done.

How to remove the Pay Now Link from Xero Invoices

1. Open your Settings. 
2. Navigate to Email Settings.
3. Go to Templates. 
4. Under Sales Invoice, uncheck the Include Quick Link checkbox. 
5. Select Save. 

How to turn off Online Payments in FreshBooks 

1. Open your Settings. 
2. Navigate to Payments and Client Billing.
3. Go to Payment Options. 
4. Beside Accept Online Payments, click the slider to turn off Online Payments. 
5. Select Save. 

How to turn off Online Payments in Zoho Books

1. Open your Settings. 
2. Navigate to Email Templates.
3. Go to Invoice Notifications. 
4. Edit the text to remove the section that directs the client to the Zoho Books' online payment gateway. 
5. Save the modified template as your default invoice email.