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July 20, 2020
Question

Custom sales receipt

  • July 20, 2020
  • 1 reply
  • 0 views

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?

1 reply

LeithG
Level 2
July 20, 2020

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

July 20, 2020

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

LeithG
Level 2
July 20, 2020

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...