Is there a way to customize payment receipts to include the tax paid?

Hi Renee

For sure!  If you go to the Gear icon, and select Custom Form Styles you'll see any existing forms you have there.  If you see on for Sales Receipt simply edit it; if not, use the New Style dropdown and select Sales Receipt.

Once you're in there, click on the Content tab and adjust the sections accordingly.

Hope this helps!

Hello renee34,

I'm thrilled to have you with us as a member of the QuickBooks Online family, and welcome to the QuickBooks Community forum! I know the role customizing your forms can have in the overall brand image for a business, and even making sure it simply has the information needed to effectively communicate with your customers is key. I'd be happy to elaborate on this for you.

If you're looking at Sales receipt transactions, what @LeithG mentions for customizing the sale receipt form style is correct. When you follow the steps they gave (which are also outlined in the article I just linked), you can choose what information displays for your sales receipt transactions.

I have a feeling, however, that you're referring to Payment receipts that are generated when you record an invoice payment for your customer, which are different from sales receipts. As you may have noticed, Payment receipt isn't among the customization options in the Custom form styles section of the program.

Forms like these that don't have a specific, customizable option rely on the Master form type to determine how they look and what information they display. The edits made to that form will apply to all other forms that use it, including payment receipts, credit memos, purchase orders, and so forth. In this case, you'll be able to change some of the look of that style to impact your payment receipt transaction. As an example, you could add a colour scheme, your logo, or other such details and have that apply.

At this time, including the tax paid isn't an option for payment receipt transactions. Even if you have Tax summary checked off on the Master style, the program won't add it to that type of transaction. That's because the invoice itself should include the sales tax portion of the calculation for your customer to review.

We're always welcoming feedback from users about the various features in the program, so feel free to share any thoughts or ideas you'd like about this with our development team using these steps: How do I submit feedback? The comments are forwarded to the developers for consideration in future updates, and you can keep on top of new additions to QuickBooks Online here: QuickBooks Online Feature and Product Updates

I hope this helps clear up your options. I'll be around if you have more questions.

I want to customize receipt payment form too.

Hi print past subscribtion,

Thanks for reaching out here.  QuickBooks Online has the features you need to get your work done with peace of mind.  I'll be happy to provide more information so you're on track with your work!

When you create an invoice, the sales tax will automatically be applied and calculated to your products and services if you've set them with a default tax code.  When you receive payment for the invoice it's marked as paid to keep your records accurate.   The sales tax is included in the payment amount.  However, if you'd like to have the option to show this separately when you receive a payment from your customers, you can submit Feedback to our Development team.  We appreciate any suggestions you may have to improve your overall customer experience with QuickBooks Online.

Feel free to let us know if this has been solved.  Your success is important and we're always pleased to help!

We would like this option as well. 

Customers find it very confusing when it shows credit amount as 0 as they think that should be where their payment shows. 

Hey there DMRBIA-ED,

Thanks for joining in on this thread. Feel free to leave feedback following the steps provided above. Our developers view and consider feedback as they create new features and updates for QuickBooks.

We too would appreciate customize payment receipts. I have FAR too many customers who ask: 1) What is this for? (And never refer to the original invoice to see the details.) And 2) I have multiple customers who when I send them a payment receipt acknowledging their payment - they pay it as a new bill! 

I know - it says payment receipt. But people do not read and comprehend. It needs to show 

  What was bought

   How much invoice was for

   How much paid and how and when

   Any open balance due.

Please - all forms need to have the options to add various elements.