I want to create remittance advice slips for my customers, but the "Sales Receipt" form in QB does not include the customer invoice number on the form.
How do I show their invoice number so my customer knows which invoices I have assigned their payment to??
Hi jason105 We'd be grateful if you can select the cog/gear icon in the top right hand corner of the screen, custom form styles > edit, for the template that you're using > content > select the top greyed out area on the right > ensure that you have form numbers selected.
If you're needing specific invoice numbers to show you would have to enter these manually, for example within the description field, as there's no way to link the invoices to a sales receipt. You could alternately enter these in the 'Sales Receipt no.' custom field on the receipt, however, you'd need to separate the numbers with a comma as this is only intended for one transaction no.
Please get back to us below if you have any Q's!
Thanks for getting back to me jason105
Do you raise the invoices on QuickBooks or do you create each sale using a sales reciept?
If you've applied multiple payments/credits to a customer invoice, you can send the receipt to the customer by opening the invoice payment and selecting 'Save and send' (you can also hit 'Print' on the toolbar to view this before sending) - this will show the customer the full breakdown of payments and credits applied.
I raise numerous invoices and give 30 days credit on these invoices.
When the customer pays, they usually make one payment for numerous invoices.
It would be helpful if I could provide a receipt of their payment and show which invoices this payment has been assigned.
When I click on a payment then press print preview, it is called a Receipt, but I don't get the invoices listed down the side, I get line numbers. There is no "total payment made"
Hi jason105. We appreciate that the receipt option only provides the dates of the invoices ad the amounts that have been paid. We will submit a product enhancement request to our developers for their consideration and encourage you to leave feedback from within the product. If the receipt option isn't sufficient then you could send the customer a statement.