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Karen4120
Level 1

QB Payments Desktop Version

Hi

 

Looking for some insight and help.  I am using QB Desktop 2020.  In processing credit card payments manually, I get an option to "print" a receipt but would like one for "e-mail".  What I am doing now is processing the credit card payment and then going back into my client and e-mailing the client the payment receipt.  It would be so much easier (and faster) if E-MAIL was on that intial screen like PRINT is.  Anyone find a way to do this.  Thanks in advance.

 

Karen

Solved
Best answer November 13, 2020

Best Answers
Angelyn_T
QuickBooks Team

QB Payments Desktop Version

Thanks for following up with us, @Karen4120.

 

Yes, you can send your request to our product developers through your QuickBooks Desktop (QBDT) file. I can show you how.

 

  1. Open your QBDT, then go to the Help menu.
  2. Tap on Send Feedback Online, then Product Suggestion.a27 1.PNG
  3. Choose a feedback type and product area on the QuickBooks Feedback window.a27 2.PNG
  4. Enter your suggestion or feedback, name, and email address (optional), then click on the Send Feedback button.

Once done, you can visit this page, to stay current with the latest QuickBooks updates and feature enhancements: PRODUCT & INDUSTRY NEWS Product Updates.

 

Also, here are the links you can open for additional guides while processing payments in QBDT:

 

 

Let me know how else I can help you with QuickBooks by adding a comment below. I'm more than happy to lend a helping hand. Keep safe!

View solution in original post

4 Comments
jamespaul
QuickBooks Team

QB Payments Desktop Version

Hello, Karen. 

 

I have a couple of ways to help you easily send a payment receipt to your client. 

 

When you say you're processing credit card payments manually, do you process it through the Merchant Center? If so, you can easily send a payment receipt through the Transactions search history view. Here's how: 

 

  1.  Under Activity & Reports, choose Transactions.
  2. Select a specific date range to locate your client's credit card transaction.
  3. Click gear icon at the right part of the table.
  4. Select Email Receipt.
  5. Enter your client's email address and send the receipt.

 

receipt2.PNG

 

If you're processing the credit card payment through QuickBooks Desktop itself, you can send a receipt in the form creation menu. You'll find the Email button at the top menu when viewing a sales receipt or an invoice. Though, this will only send a regular transaction.

 

receipt1.PNG

 

Would you like assistance running reports or managing other transactions in your Merchant Services account? Feel free to visit our topics with articles here

 

If you need to do some tasks in QuickBooks Desktop, you can visit this page for our help content. 

 

You're more than welcome to visit this thread again if you have other questions. Just add the details of your concern here and I'll help you out. 

Karen4120
Level 1

QB Payments Desktop Version

Thanks for the response.  

 

I do send receipts that way but it involves extra steps.  Is there a way to request the QuickBooks Team add a button to the popup window that I get after I input payment info?  Then it would only be a matter of clicking on "e-mail" instead of leaving that screen and doing the above steps.  

 

After I process the payment the following pops up:  PRINT   CLOSE   VOID  HELP.  It would be so convenient to have E-MAIL added to this selection.    Is there a place where I can suggest this?  

 

Karen

Angelyn_T
QuickBooks Team

QB Payments Desktop Version

Thanks for following up with us, @Karen4120.

 

Yes, you can send your request to our product developers through your QuickBooks Desktop (QBDT) file. I can show you how.

 

  1. Open your QBDT, then go to the Help menu.
  2. Tap on Send Feedback Online, then Product Suggestion.a27 1.PNG
  3. Choose a feedback type and product area on the QuickBooks Feedback window.a27 2.PNG
  4. Enter your suggestion or feedback, name, and email address (optional), then click on the Send Feedback button.

Once done, you can visit this page, to stay current with the latest QuickBooks updates and feature enhancements: PRODUCT & INDUSTRY NEWS Product Updates.

 

Also, here are the links you can open for additional guides while processing payments in QBDT:

 

 

Let me know how else I can help you with QuickBooks by adding a comment below. I'm more than happy to lend a helping hand. Keep safe!

View solution in original post

Karen4120
Level 1

QB Payments Desktop Version

Thanks so much for the info.

 

Karen

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