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:
- Click on the Gear icon, then choose Feedback.
- Share your product improvement ideas.
- 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.