Question

Can I customize the payment receipt? The receipt(payments screen)only prints amounts without invoice numbers.

Forum|Forum|5 years ago
May 13, 2021
4 replies
45 views

No text available

QuickBooks Online

Level 8

Yes. You can modify the payment receipt, Donna Kay.

We can add the invoice number on the printed forms by ensuring that the Form numbers field is checked. Let me guide you how:

From the Gear icon, select Custom form styles.
Locate the default template.
Under ACTION, select Edit.
Go to the Content tab.
Select the header.
Tick the Form numbers box.
Click Done.

Also, if you want to add logo on the sales forms and let your customers pay the invoices online, you can check these guides:

Get in touch with me if ever you need hep in adding a logo. Have a good one!

D

Donna KayAuthor

I am in QBO and only have invoice, estimates, and sales receipt as options to customize. I can not use the steps you provided.

R

ReymondO

Moderator

Thank you for getting back to this thread, @Donna Kay.

For now, the option to customize payment receipts is unavailable in QuickBooks Online (QBO). However, you can copy the invoice number and enter it in the Memo field when printing the receipt. This way, you can view its details once the transaction is printed. Let me show you how:

Open the invoice payment. You can also use the magnifying glass to easily find it.
In the Receive Payment window, copy the invoice number and enter it in the Memo field.
Once prompt, click Yes to edit the transaction.

This should now show the invoice number when printing the receipt.

Additionally, you can send feedback to our developers to add this as a suggestion in our future updates. They're always looking for ideas from users on how to improve QBO.

In the meantime, I recommend visiting our Firm of the Future site. This is where we share recent happenings and future developments, such as updates to newly added features.

If you have any other concerns, feedback, or questions, don't hesitate and come back to the Community. I'm always here to help you. Have a great day.

P

pbb2

I would like to be able to remove the due date on my payment receipts. I process my customer payments and the due date appears on their receipts which makes no sense whatsoever since I am processing the payments.

F

FateCandylaneT

QuickBooks Team

It's great to have you here in the Community, @pbb2.

With QuickBooks Online (QBO), removing due dates on payment receipts is currently unavailable. In the meantime, I recommend sending your feedback and suggestions to our product developers. This way, they'll be able to consider this option and assist you with your business demands in this manner.

Here's how to submit feedback:

Click the Gear icon in the upper-right corner.
Select Feedback under Profile.
Share your feedback.
Click Next to submit.

To check the status of your request, refer to this link: QuickBooks Online Customer Feedback.

Also, you can check out this article to help you record your customer's payments and to help balance your accounts: Record invoice payments in QuickBooks Online.

Please let us know if you require further assistance with managing payment receipts in QBO. We're here to help. Take care!

H

HeatherMarie1

This is ridiculous! It doesnt show what the payment was for nor the correct balance!

JoesemM

QuickBooks Team

Hi there, @HeatherMarie1.

I'd love to help you achieve your goal, but would you mind sharing more details about the payments and the incorrect balance? Like adding a screenshot of your concern? It can help us get on the same page and provide accurate resolution.

I'll wait for your reply, or if you have any other questions, please let us know. We're always here to help. Have a great day.

H

HeatherMarie1

When I process a customers partial payment against an invoice and print the receipt it doesn't show the invoice the payment was applied against and it shows a $0.00 balance when he actually has a remaining balance.

E

erikanextstep

Just checking in on this post again to make sure that Quickbooks is still the only place on the planet that has a receipt that doesn't in any way detail what you are paying for... just that you sent money on a certain date. And if that's just impossible that the invoice still isn't customizable in the content to show payment amount, or payment type used, or a payment date... just PAID as the bottom line. And it appears that it is.

P

pbb2

@erikanextstep To my knowledge, nothing has changed.

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