Special printed copy of sales receipt and invoice

swapeasy · ‎March 13, 2020

Hello all,

I am using QB enterprise current version.

I print out Invoices, sales receipts and sales orders all day. For Invoices and Sales Receipts I print 2 copy's.

One for me and one for my customer. Currently I use an ink stamp to denote which copy is for the customer

(customer copy), is there a way to have a custom stamp on the customers copy printed from QB?

Any help would be appreciated.

Eric

Anna S · ‎March 13, 2020

Hello, @swapeasy.

You can edit the templates for your Invoices and Sales Receipts to include a custom box that says Copy. This will allow you to determine which Copy is yours to keep and which one goes to your customer. The steps below will show you how:

Navigate to the Customers tab and press the Customer Center.
Select an Invoice and click Manage Templates in the top left-hand corner.
Choose an invoice template, then hit Layout Designer at the bottom of the box.
Pick Add Text Box and type Copy in the text box.
Customize the properties as you need.
Push OK, then OK again to save the changes.

That's all there is to it. Now you have a custom stamp on your invoices, and you can go through the steps again to add one to your sales receipts. You can also upload templates from Microsoft if you need more of a watermark look.

Feel free to hit reply if you have any other questions. I'm always here to help.

View solution in original post

Anna S · ‎March 13, 2020

Hello, @swapeasy.

You can edit the templates for your Invoices and Sales Receipts to include a custom box that says Copy. This will allow you to determine which Copy is yours to keep and which one goes to your customer. The steps below will show you how:

Navigate to the Customers tab and press the Customer Center.
Select an Invoice and click Manage Templates in the top left-hand corner.
Choose an invoice template, then hit Layout Designer at the bottom of the box.
Pick Add Text Box and type Copy in the text box.
Customize the properties as you need.
Push OK, then OK again to save the changes.

That's all there is to it. Now you have a custom stamp on your invoices, and you can go through the steps again to add one to your sales receipts. You can also upload templates from Microsoft if you need more of a watermark look.

Feel free to hit reply if you have any other questions. I'm always here to help.

Bhavinfds · ‎April 30, 2022

I was trying below option but not bale to find layout designer etc.. can you provide a sample video which might be more useful ?

Bhavinfds · ‎April 30, 2022

I was trying below option but not able to find layout designer etc.. can you provide a sample video which might be more useful ?

RoseJillB · ‎April 30, 2022

Thank you for joining the thread, @Bhavinfds. I’ll provide you with the steps to manage templates in QuickBooks Desktop (QBDT).

I understand the importance of being able to customize your templates. This helps us apply our preferred design or layout for a specific sales receipt. It also enable us to determine which copy of the invoice should be sent to the customers.

Here’s how:

Go to the Customers tab, and select Customer Center.
Select an Invoice, and click the Manage Templates.
Select the template you want to edit, and click OK.
You will be routed to Basic Customization window, and from there click the Layout Designer button.
Press the Add dropdown arrow and select Text Box.
Under Properties window, enter the text then click OK.
Press OK again to save the changes.

Moreover, if the issue still persists, we can run the Verify and Rebuild data tools in QBDT. That said, we can verify and resolve the most commonly known data issues within your company file. Also, please ensure that your QuickBooks Desktop is up to date.

I’ll show you how:

Go to Window, then Close All.
From the File menu, click Utilities.
Select Rebuild Data.
Follow the on-screen instructions to back up your data.
When the tool finishes, select OK.
Go to the File menu, then click Utilities.
Click Verify Data, then select Rebuild Now once QuickBooks finds an issue with your company file.

In addition, you can refer to this article to learn more about creating and managing reports in QuickBooks Desktop: Reports.

Feel free to add a reply if you have further concerns with your sales transactions. The Community always has your back. Have a great day!

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Special printed copy of sales receipt and invoice