Hi there, @gerdgoebel.
Welcome to the Community. I can show you how to include a default memo for the customer in QuickBooks Desktop.
You have the option to add a memo field from the Additional Info tab. To auto-populate the information in the sales receipt, you need to add an extra field to the Header section.
Here's how:
- Click the Customers tab at the top menu bar, then select Customer Center.
- Double-click the customer name.
- Go to the Additional Info tab and press Define Fields.
- Add the Memo field and hit OK.
- Add the information in the Memo field, and click OK again.
- Press the Customers tab and select Enter Sales Receipts.
- Go to the Formatting tab, then choose Customize Data Layout.
- From the Header tab, enable the Memo field.
- Hit OK.
- Add the customer to the sales receipt. It should auto-populate the information.
For more information, as well as how to create custom item fields, I recommend the following article: Create and use custom fields in QuickBooks Desktop.
Feel free to hit that Reply button if you have additional questions. Have a great day ahead.