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MHO_dk
Level 2

How do I add columns to the payment receipt template in the receive customer payments menu?

Hello,

 

When I enter customer payments in the receive payment screen, there is a menu option to print the payment. The default template has 4 columns in the columns tab (date, invoice #, amount due, and amount applied).

 

How do I add columns? I want to add a column for the original amount and also for discounts.

 

If possible, I would also like to add a column for credits.

 

When I go to the columns tab in the additional customization option, I do not see a way to add columns. 

 

 

 

 

 

 

2 Comments 2
Maybelle_S
QuickBooks Team

How do I add columns to the payment receipt template in the receive customer payments menu?

Customizing your payment receipt template in QuickBooks Desktop (QBDT) can significantly enhance the clarity and usefulness of your financial records, MHO. However, this option is unavailable in the program.

 

We understand your need for the functionality of this option and would love to hear your thoughts by sending us feedback to our product developers. This way, they can review and consider adding it in future updates.

 

Here's how:

 

  1. Go to the Help menu.
  2. Hover over Send Feedback Online and select Product Suggestions.
  3. Choose a Type of Feedback and Product Area (optional) from the drop-down arrow.
  4. Enter your suggestions.
  5. Hit Send Feedback.

 

In the meantime, manually note the original amount, discounts, or credits in the Memo field for reference in your payment transaction details.

 

Furthermore, you can look at a third-party application that can help customize payment receipts. You can find one by visiting this website: Apps for QuickBooks Desktop.

 

Additionally, I've added this link about personalizing sales reports with the desired info and formats: Customize reports.

 

Tap the Reply button below if you have other inquiries about adding columns to the payment receipt. I'm looking forward to assisting you again.

MHO_dk
Level 2

How do I add columns to the payment receipt template in the receive customer payments menu?

Thank you for your response, but entering the discount amount in the memo field is not practical when there are dozens of invoices on a check payment. The point is to be able to print the payment summary with all the details, so it can be checked and kept as a record, rather than having to view on screen, and click on each payment to see the details.

 

I have submitted the product suggestion. but I doubt it will be actioned as it seems nothing requested ever gets added as a feature.

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