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Mike-Patel
Level 1

How can I get payment methods to show up on receipts for all customers ? Like when I am Collecting Payment and they pay via Credit Card and some potion Via Cash?

 
1 Comment 1
NerbynMaeI
QuickBooks Team

How can I get payment methods to show up on receipts for all customers ? Like when I am Collecting Payment and they pay via Credit Card and some potion Via Cash?

Payment method will always show in the receipts for all of your customers, Mike.

 

If you mean to show both payment methods which can be made via credit and cash in a sales receipt, you need to create it separately. Here's how:

 

  1. Log in to your QuickBooks Online account (QBO).
  2. Click the + New button.
  3. Choose Sales receipt.
  4. From the Customer dropdown, select the customer's name.
  5. Go to the Payment method section and choose Cash from the dropdown.
  6. Below the PRODUCT/SERVICE column, select the item used in your sales transaction.
  7. Enter the amount and other necessary fields.
    image (38).png
  8. Click Save and close.

 

For payments made via card, please follow the steps above and adjust the payment method in Step 5.

 

If you are referring to invoice receipts, you can also receive payments separately for specific methods from your customers. Let me show you how:

  1. Go to the Sales menu and select Invoice.
  2. Choose a specific customer to receive payment.
    image (39).png
  3. Enter the portion amount that your customer paid you and click the Payment method.
    image (39).png
  4. After that, select the customer again and enter the remaining amount that they paid you.
    image (40).png

I'm adding these links for future reference in managing progress your customer payments in QuickBooks:

 

 

If you are using QuickBooks Online Essentials or Plus, Consider upgrading to QuickBooks Advanced today to manage your payments in QBO. This upgrade will enable greater flexibility and control over user access, enhancing the management of your QuickBooks environment.

 

Leave a reply to this thread if you need further assistance with your receipts and other entries in QuickBooks.

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