Thanks for the additional details and screenshots you've provided above, @Yachties. With them, I can be able to guide you on the actions you need to help you remove or edit the info in the Your payment details field on your customized forms in QuickBooks Online (QBO).
I've replicated your scenario (customising an invoice template) on my end, and I'm able to make changes and remove the info in the Your payment details field.
With that, I would encourage you to perform some troubleshooting steps. This is because most common display issues or damaged webpage data can be caused by too many cache files in the browser.
You can start by pulling up your QuickBooks Online (QBO) account using a private browser (incognito). Here's how:
- Press Ctrl + Shift + N (Google Chrome)
- Ctrl + Shift + P (Firefox)
- Control + Option + P (Safari)
Once signed in, go to the Gear icon, select Custom form styles, and then customise your sales form.
If you're able to remove the Transfer the xx xx xxxx below sentence in the Your payment details field, return to your default browser and clear its cache. This will refresh the system and remove older data that causes viewing and performance issues. However, if this matter continues, I'd recommend using other supported browsers.
Also, you may want to check out one of our Help pages to guide you in managing your transactions and monitor the growth of your business using QBO: Help Articles for QuickBooks Online.
Keep me posted in the comments on how it goes. If there's anything else you need or concerns about customising sales forms in QBO, I'll gladly help. Take care, and have a great day, @Yachties.
