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jmckerroll
Level 2

Custom sales receipt

Hi, I want to use the Sales receipt for a donation receipt. It shows a "balance due" in the example. But every donation is fully paid. How do I remove the balance due?

6 Comments 6
LeithG
Level 7

Custom sales receipt

You might want to use a statement instead that shows the donation and the payment... as an option.

jmckerroll
Level 2

Custom sales receipt

Thanks, I'll look at that option.

jmckerroll
Level 2

Custom sales receipt

I am not able to customize a statement with CRA tax receipt requirements, so that doesn't work..

LeithG
Level 7

Custom sales receipt

Based on the requirements outlined here https://support.kindful.com/hc/en-us/articles/360009232513-CRA-Receipting-for-Canadian-Users you may need to export the data and perform some kind of mail merge operation instead.  Are you configured as a charitable organization in your setup?  One presumes it may be business-operation specific to the setup of QBO...

LeithG
Level 7
jmckerroll
Level 2

Custom sales receipt

Thanks, yes, that is what I think is the least cumbersome work around. It still doesn't allow me to hide the "balance owing", but everything else shows correctly, so I will work with this.

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