How to Remove the Make Payment Link from Sales Emails | CustomBooks™

Removing the Make Payment Link from Emailed Sales Orders and Sales Invoices

Overview

The Make Payment link appears in emailed Sales Orders and Sales Invoices when a payment integration such as Stripe or Nuvei is connected to your CustomBooks™ account.

If you no longer want customers to make payments directly from emailed sales documents, you can remove the Make Payment link by disconnecting the payment integration.
Note: Disconnecting the payment integration removes the Make Payment link from emailed Sales Orders and Sales Invoices. Customers will no longer be able to make Sales Order prepayments or Sales Invoice payments using the credit card payment option provided through the emailed document.

Disconnecting the Payment Integration

To remove the Make Payment link:
  1. Go to Admin Panel.
  2. Select Integrations.
  3. Locate the Stripe or Nuvei integration.
  4. Click the Gear icon.
  5. Click Disconnect.
  6. Confirm the disconnection, if prompted.
Once the integration is disconnected, the Make Payment links will no longer be included in emailed Sales Orders and Sales Invoices.

Important Consideration

Before disconnecting the integration, make sure you no longer need customers to make payments through emailed sales documents.
Disconnecting the integration prevents customers from using the payment option provided by Stripe or Nuvei to:
  • Make Sales Order prepayments.
  • Pay Sales Invoices directly from the emailed document using a credit card.
If you still need to accept payments through emailed Sales Orders or Sales Invoices, keep the payment integration connected.