cancel
Showing results for 
Search instead for 
Did you mean: 
dk_hodder
Level 2

Default payment received template is unusable

"Default payment received template is unusable" I makes no sense to anyone who receives it. The standard answer to anyone who raises this issue is to send a customer statement instead.

 

Why have an option to send a receipt if it doesn't clarify to the customer that the balance is zero and the account has been credited with the recent payment?

 

If sending a statement is the best solution, why not make that the option instead. Adding the extra steps to find the customer and send a statement is a complete waste of time for my clients and myself.

 

Attached is a recent "Receipt"

 

1. Amount credited $0.00 "No, Amount credited is $390.00"

2. Total $390.00 "Total what?"

3. Signature: ________ "a: When would I have the opportunity to sign it. It is being emailed from QBO"

"b: Why would I sign something that makes no sense"

 

Please Change this form to:

1. Amount credited to equal the payment received

2. Change Total: to Balance and the amount equal to the outstanding balance " In this instance $0.00"

3. Get rid of the Signature Line

 

Other than this issue, I am very pleased with the QBO product and my clients are as well.

 

1 Comment 1
ReyJohn_D
Moderator

Default payment received template is unusable

Thanks for the pdf file and excellent suggestions, @dk_hodder.

 

Allow me to share some insights about receipts in QuickBooks Online.

 

The total field reflects the payment amount. I agree that the amount credited should be $390. Also, the option to add an electronic signature on your receipts isn't available. 

 

Your feedback is valuable to us since they can help improve our product and service. You may send them through the steps below:

 

  1. Click the Gear icon ⚙️ at the top, and then select Feedback.
  2. Enter your comments or product suggestions like "Wants to change the receipts format", add a photo if needed, and then choose Next.
  3. You'll be provided a list of suggested help articles related to your comment. You can read through them or tap Skip and send message.
  4. From the drop-down, pick the appropriate category, and then select Send message.
  5. You'll be notified once the feedback was sent.

Feel free to check out this article for more info: How to submit feedback? To keep track of your feedback's progress, you can visit this site: https://feedback.qbo.intuit.com/.
 

You'll also want to categorize your receipts to ensure they're accounted for correctly and prevent duplicates.

 

Get back here in the Community if you've got more QuickBooks concerns. Take care and stay safe always.

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us