How do I remove online ccard payments, as I don't have a Merchant Portal to deactivate??
***The steps below don't work for me, I never setup a merchant portal Help!
Gail
You can remove Online Payments from a particular invoice via unticking the Online Payments option in the Enter Sales window before sending via email.
If you are wishing to remove the Online Payments option from all invoices going forward, you would go to the Merchant Portal (Setup>>>Preferences>>Emailing>>Edit Payment Options) and click Deactivate Service. This will remove that online payments options (i.e. the Pay Now button) from newly created invoices now and previously paid invoices.
Hi gailmorgan
Thanks for the screenshots. I had a look for you and Online Invoice Payments in your file are indeed disabled. When you send invoices, your customers shouldn't see the options. You could test this by sending an invoice to yourself.
We are aware that this option still appears when creating the invoice and the developers are investigating this.