Once Payment Manager is active and your account is approved, a Pay Now button is added automatically to every invoice you send. If you want to send a particular invoice without the payment option — for example, for a client you bill differently — you can turn it off before sending using the Pay Now toggle.
Note: The toggle controls the Pay Now button on a per‑invoice basis. Turning it off for one invoice does not affect any other invoices.
Step 1 — Create your invoice
Log in to your BrightBooks account. Go to the Invoicing section and create a new invoice as you normally would.
Step 2 — Find the Pay Now toggle
Before sending, look to the right‑hand side of the invoice screen. You will see a toggle switch labelled Pay Now.
Step 3 — Set your preference
| Toggle position | What happens when the invoice is sent |
| ON (default) | The Pay Now button appears on the invoice. Your client can click it and pay by card or bank transfer. |
| OFF | The Pay Now button is removed from this invoice. Your client will not see a payment option. |
To remove the Pay Now button, switch the toggle to OFF before sending.
Step 4 — Send the invoice
Email the invoice to your client as normal. The Pay Now button will appear or not based on the toggle position at the time of sending.
Frequently asked questions
Does turning off the toggle affect other invoices?
No. The setting applies to the individual invoice you are working on. Every new invoice defaults to Pay Now being ON.
Can I turn Pay Now back on after sending?
No. Once an invoice has been sent, the toggle setting for that invoice is fixed. If you need your client to pay via Payment Manager, send a revised invoice.
Can I turn off Pay Now for all invoices by default?
No. There is no option to turn off the Pay Now button for all invoices. This needs to be done individually on each invoice.