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Level 2

How do I edit the payment receipt template form?

It has a few fields I don't want, like memo and signature.

71 Comments
QuickBooks Team

How do I edit the payment receipt template form?

Hi shellyt3-

 

Could you send me a picture of the form as is (please black out any sensitive customer information) so I can assist you in customizing your forms. This will help me identify what template we are using and find the best solution for you. 

 

-Christine

Level 2

How do I edit the payment receipt template form?

Hi Christine,

Please see the attached photo.

This is a payment receipt (that you generate after an invoice has been paid) - not a sales receipt.

I highlighted in green the parts I want to remove from the payment receipt template.

The problem is I do not find a template for a payment receipt - just for a sales receipt.

Thanks,

Shelly

Moderator

How do I edit the payment receipt template form?

I appreciate you following up and providing a screenshot, @shellyt3.

 

Right now, the sales forms that you can edit are Invoice, Quote, and Sales receipt. Once payment is received, the system generates a receipt. 

 

I can see how having the abilities you're looking for would be beneficial to you and other users. I'll be sure to pass your suggestions along to the Product Development Team.

 

To learn more on the forms that you can personalise, check these articles:

Leave me a comment below if you have any other questions. I'm here to answer it for you. Take care. 

Level 2

How do I edit the payment receipt template form?

Hi Mirriam,

 

Thanks for your reply.

 

In a big company such as Quickbooks, I would imagine it'd be possible to edit all forms, and not just 3. I appreciate you transferring this to the development team (as I'm sure many other users are). The current payment receipt is messed up and is not tailored to everyone's individual needs.

 

Regards,

Shelly

Content Creator

How do I edit the payment receipt template form?

Hi Shelly, 

 

Thank you very much for your feedback.

 

Please be assured that we will forward this to our relevant team for future product enhancement. I would also like to encourage you to submit an in-product feedback. Here is how:

Level 1

How do I edit the payment receipt template form?

I would also like to be able to do this. The layout of these payment receipts are always very confusing to the customer, as they think that the "Amount Credited" sections refers to the payment they just made, and the  "Total" at the bottom as their balance after the payment has been processed. I have to explain over and over to them that that is not what the receipt is showing. I hope one day this feature will either be made customizeable, or will be fixed altogether. 

QuickBooks Team

How do I edit the payment receipt template form?

Hello there, @khodge.

 

I'll send this feedback on your behalf for consideration in future product updates. I want you to be the first to hear about the latest QuickBooks innovations

 

Also, you can check out our QuickBooks blog to stay current on the latest QuickBooks news and updates.

 

Please know that the Community team is always here to help if you need anything else.

Level 2

How do I edit the payment receipt template form?

How many decades does QuickBooks need to make some options available? I mean we are paying a subscription over and over, yet some features are still Mickey Mouse version. Can we run business being able to send a client a payment receipt that shows what they paid , what is not paid , what credit on the account may be? 

QuickBooks Team

How do I edit the payment receipt template form?

Hello, @Alex Pugach.

 

You can send a Transaction Statement to your customer. By doing so, your customers would see a summary of their invoices, payments, credits, and balances.

 

Here's how:

  1. Click the New Icon (+).
  2. Choose Statements.
  3. Select the Transaction Statement from the Statement Type drop-down.
  4. Set the date range of transactions that will be included in the statement. 
  5. Click the Apply button. 

You can read through this article to learn more about the different types of statements available in QuickBooks: Create and view customer statements.

 

Feel free to leave your comments below if you have other questions.

Level 1

How do I edit the payment receipt template form?

How can I add my digital signature and company stamp to the payment receipt?

It is showing Signature __________ but I can't figure out how to add it.

 

Thanks,

Karim

 

Level 2

How do I edit the payment receipt template form?

How do you get that done on the Desktop version? 

 

Moderator

How do I edit the payment receipt template form?

Hello karimmneimneh,

 

Digital signatures can be added to QuickBooks Online through third-party applications. You can directly visit the website for the QuickBooks Online’s App Center, or do it within your QBO account:

  1. Log in to your QuickBooks Online account.
  2. Go to Apps from the menu tab.
  3. Type in E-signature.
  4. Click the magnifying glass to search.

Keep us posted if you need anything else.

Moderator

How do I edit the payment receipt template form?

Hello Alex Pugach,

 

Templates can be easily customized in QuickBooks Desktop. You can access these templates through these steps:

  1. Click Lists at the top menu and select Templates.
  2. Right-click on the template you want to edit and select Edit Template.

To get the detailed steps in doing this, you can use this article for reference: Use and customize form templates.

 

If you're referring to something else, you can always get back to us and provide additional information. Thanks in advance!

Level 1

How do I edit the payment receipt template form?

I don't want to install an app. This is not logic.

Why do you show a signature on payment receipts if I cannot esign within quickbooks or upload an image of my signature?

This simple feature should be integrated in quickbooks.

It makes no sense to pay $25/month for an app just to esign a payment receipt.

Moderator

How do I edit the payment receipt template form?

I appreciate your input from every angle, @karimmneimneh.

 

I can see how this feature would be beneficial to you and other businesses. Rest assured, I'll forward this idea on to our Product Development Team for further review. 

 

Also, I encourage you to star our blog to keep up with any product updates or improvements on the online version: https://quickbooks.intuit.com/blog/whats-new/.

 

Additionally, I want you to get the most out of QuickBooks for your business. You can check some articles that are designed to help you get acclimated with the software. They can be accessed at the following link: QuickBooks Tutorials.

 

As always, you can get back to me if you have any additional questions. I'm here for you. Have a great day!

Level 1

How do I edit the payment receipt template form?

The bottom line in all of this is that QB absolutely DOES NOT care about this feature.  This feature has been requested by way too many of us out here in the business world, yet after seemingly countless updates to their products, they continue to deliberately ignore this repair.  It wouldn't take much to do. I just wish they would grow up and own their decision to ignore this and just say "No we will not support those of you who want this and we will not make this change" 

QuickBooks Team

How do I edit the payment receipt template form?

Hi cgibson, we take all feedback from our customers on board. When it comes to a product enhancement, we prioritise based on a number of factors. While there are no plans in the immediate future to introduce this feature we definitely would not rule it out.

-Rebecca 

Level 1

How do I edit the payment receipt template form?

I can still see the payment receipt has signature, Electronic receipt, we don't need signature. Please let us do modify few things in receipt as well 

Level 1

How do I edit the payment receipt template form?

Is this being worked on yet? In my inability to edit the payment received form (and add links for people to leave a review!), I searched the forum and found this thread. Just curious if there is a projected timeline for this needed improvement?

Moderator

How do I edit the payment receipt template form?

Hi there, HowardProAZ.

 

It sounds like you and other users have been through a lot with editing the received payment form in QuickBooks Online. Please note that our goal here is to help you save time when doing a task in QBO. As of now, we are unable to give you a specific time frame as to when this option to edit a payment layout will be added to QuickBooks.

 

I would recommend visiting our blog site. This is where we share recent happenings and future developments, such as updates to newly added features. Here's the link: https://quickbooks.intuit.com/blog/.

 

Your patience and understanding are much appreciated. 

Level 1

How do I edit the payment receipt template form?

Hi Quickbooks,

 

I also need to be able to edit receipts. The signature section is problematic.

 

If you could fix this issue soon, that'd be great. I think the first comment about this issue in this thread was six months ago! :)

 

 

 

Level 1

How do I edit the payment receipt template form?

I would like to edit this form as well. Most clients find it very confusing and I get calls when I send these receipts.  To work around it I send out a new statement after the payment has been made.  It's a pain and I should not have to jump through these hoops.

Level 1

How do I edit the payment receipt template form?

I would like to be able to edit the payment received template. By default, it is confusing to customers and make my job hard having to manually email them their transaction statement report. 

Level 2

How do I edit the payment receipt template form?

I completely agree with your comment.

 

When sending a receipt of payment-by sending a "Paid Invoice". The QB email automatically adds "Invoice" to the subject line, even when you change the subject line to say "Payment Received". Quickbooks Desktop has a Receipt Email that can be edited and detailed to company preferences. Why doesn't Quickbooks Online have this option?? I am truly struggling with QBO vs. QBD.    Sooo Frustrating on several situations..... PLEASE Help us, We are trying to be Successful Business Owners! And some of the things that are not offered Still...makes us look like we don't know how to run a business.