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February 12, 2020
Question

How do I add the form of payment to a sales receipt? I seem to be able to find every field EXCEPT payment method...

  • February 12, 2020
  • 1 reply
  • 0 views
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1 reply

AddieC
Level 5
February 12, 2020

Hi robin36, 

 

Recording a payment method is an important step when creating sales forms, and it helps you realize how your customers like to pay you. You're definitely able to record a payment method on a Sales Receipt in QuickBooks Online. I'll explain where to look. 

 

When you open the Sales Receipt creation screen, the Payment method drop-down will be on the left side, above the line items. You can select a payment method from the list, or click + Add new to create a new method of payment.

 

Here's more information about how to customize your sales forms in QBO: Customize invoices, estimates, and sales receipts in QuickBooks Online

 

If you have any other questions, or you're still having trouble finding the payment method field, please reach out to our tech support team.

 

Cheers.