Desktop Pro Payment Receipt change default template

libertydale · ‎March 18, 2024

I am running QB Desktop Pro 2024 and have created a copy of the default Payment Receipt form and customized it to meet the needs of our business. I am unable to set this form as the default payment receipt form. When I wish to print a payment receipt, the default Intuit payment receipt template is printed, not my custom form design.

Help, please!!

I've tried to make the intuit form inactive (it claims that the form is in use in preferences (where??) and in previous payments received.

How do I make our custom payment receipt template the default for all future payments? How do I change the template for previously received payments to the new custom template?

Every time I try to change the template and save the payment, when I re-open it the Inuit default template is still selected in the formatting tab for that payment.

I'm at a loss...

Clark_B · ‎March 18, 2024

It's nice to see you here in the Community, @libertydale.

I'd be glad to help you make your custom payment receipt template default for all future payments in QuickBooks Desktop (QBDT).

To change your template for previously received payments to the new custom template. Here's how:

Go to the Edit menu, and click Preferences.
Locate the Payments and then click it.
Select Company Preferences.
In the drop-down menu of Set a Payment Receipt Template for email/print, select the New Payment Receipt Template.
Select OK.

After changing it, Go to Receive Payments and then check the Formatting if it changed to default.

I'll add this article to guide you create custom templates for forms: Use and customize form templates.

Please let me know if you need additional help with the steps I've provided above on changing the template to default. I'm always here to help. Have a good one and stay safe.

View solution in original post

Clark_B · ‎March 18, 2024

It's nice to see you here in the Community, @libertydale.

I'd be glad to help you make your custom payment receipt template default for all future payments in QuickBooks Desktop (QBDT).

To change your template for previously received payments to the new custom template. Here's how:

Go to the Edit menu, and click Preferences.
Locate the Payments and then click it.
Select Company Preferences.
In the drop-down menu of Set a Payment Receipt Template for email/print, select the New Payment Receipt Template.
Select OK.

After changing it, Go to Receive Payments and then check the Formatting if it changed to default.

I'll add this article to guide you create custom templates for forms: Use and customize form templates.

Please let me know if you need additional help with the steps I've provided above on changing the template to default. I'm always here to help. Have a good one and stay safe.

libertydale · ‎March 18, 2024

Many thanks for the quick and helpful response. That did the trick!

MarkAngeloG · ‎March 18, 2024

I appreciate your quick response, @libertydale.

We're delighted to hear that our colleague assisted you in resolving your template issues in QuickBooks Desktop. We are committed to providing exceptional customer service and ensuring you have the best experience with Intuit QuickBooks.

If you have additional concerns besides setting up New Payment Receipt Template, please feel free to post them here on the Community page. We're always here to ensure your business needs are fulfilled.

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Desktop Pro Payment Receipt change default template