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steve385
Level 1

Can i customize the receipt that QBO emails a customer when you select "receive payment" for their invoice?

I can modify the "Sales Receipt" form, but when I try to issues a sales receipt, it is not linked to the client invoice and does record the payment against the actual invoice.

1 Comment 1
JeveeAdvin__la
QuickBooks Team

Can i customize the receipt that QBO emails a customer when you select "receive payment" for their invoice?

Modifying an invoice payment receipt is a fantastic feature that lets you align it with your business preferences and enhance your customer’s experience, steve385.

 

While QuickBooks Online (QBO) does not currently support customising invoice Payment Receipts, I recommend that you send this feedback directly to our product development team. Your insights help us continuously improve and meet your needs more effectively.

 

Here's how:

  1. Click on the Gear icon, then choose Feedback.
  2. Share your product improvement ideas.
  3. Click Next to submit.

Regarding your second concern, the reason a sales receipt is not linked to an invoice is that a Sales receipt is used for immediate payments, while an Invoice tracks a payment that is due at a later date.

 

If you’ve already created a sales receipt for your customer, you’ll need to delete it and use the Invoice feature to record the sale instead. After the customer makes a payment, you can apply it directly to the invoice using the Receive Payment feature.

 

For details on customizable sales forms, refer to this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

For future reference on how to receive and record invoice payments in QBO, check out this resource: Record invoice payments in QuickBooks Online.

 

If you have any further concerns, please don't hesitate to return here. We'll provide prompt assistance.

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