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Jen129
Level 1
posted
‎March 03, 2022 05:36 PM
last updated ‎March 02, 2022 10:36 PM

How to edit the Payment Receipt template?

Hi there,

 

I have seen that most of your customers were having the same issue, payment receipt. And am one of them!!!

 

How can we put a note to the footer of a receipt, stating that the client shall be liable for all legal fees incurred for the recovery of any unpaid amount while sending a payment receipt to the Customer?? That's absolutely non-sense...

 

Our company is paying for a service and you say that the changes cannot be done???

 

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3 Comments 3
IntuitSheila
Level 8
‎March 03, 2022 06:17 PM

How to edit the Payment Receipt template?

Hi Jen129,

 

I can see how helpful for you and your business to be able to customise the Payment Receipts in QuickBooks Online. I've added this feedback to our Customer Feedback report to let our Product Developers know about it. 

 

As a workaround, you can add a disclaimer or note through the Footer section of your Customer form styles. Let me guide you how:

 

  1. Click on the Gear Icon/Company Cogwheel.
  2. Click on Custom form styles.
  3. Click on Edit under your Standard or Default template.
  4. Click on the Content tab, and click on the third box of the preview to the right.
  5. Under the Footer box, you can enter your note or disclaimer to remind your customers.


The information will show on your sales form and receipts for the customers to see.

 

To learn more on how to personalise your sales forms, you can check this article Customise invoices, quotes, and sales receipts in QuickBooks Online.

 

Let me know if you need more help with QuickBooks Online. I'm here to help you. Enjoy the rest of the day!

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The Lab
Level 1
‎January 26, 2023 02:24 PM

How to edit the Payment Receipt template?

it's now Jan 2023... has QBO added the feature for us to edit the Payment Receipt template? 

My customers should be able to see the invoice #'s that they are paying on the payment receipt.  At present they can only see each invoice amount they are paying, forcing them to do a lot of unnecessary reconciling and a lot of back and forth with me.  it makes us look very unprofessional that we can't provide them with the simplest of details on their payment receipts. 

 

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Rubielyn_J
QuickBooks Team
QuickBooks Team
‎January 26, 2023 05:27 PM

How to edit the Payment Receipt template?

Thanks for joining this thread, @The Lab.

 

I can see the importance of adding the invoice number to the payment receipt. Currently, this is still unavailable in QuickBooks Online.

 

In the meantime, you'll want to consider adding the number in the Memo field. This way, your customer can see the invoice number that they are paying on the payment receipt. 

 

I'm also adding this link to help personalize and add specific info to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Feel free to get back to this thread if you have further questions with adding invoice number to the payment receipt. I'll be around to help. Keep safe!

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