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Level 1

Quickbooks For Mac 2019 Payments

Hello, can anyone tell me if there is a way to edit the payment receipt form so that I can have it reflect the invoice numbers that the said payment receipt is for? Also, is there a way to send a payment receipt to my customer without actually making a separate sales receipt and then sending that? I do know that I can put a check mark beside the reseipt that I want to send, click file, click print and then on the bottom left hand side of the print que screen I can click PDF and then save it as a PDF in a Desktop/Documents Folder and then go in and open it in Preview and send via email that way!!!!!!!!! That sure seems like a lot of dang work when it could and should have an "EMAIL TO CUSTOMER ICON" at the top tab bar like the invoices and estimates do?? Any help will be greatky appreciated. Thanks in advance!!

1 Comment
Moderator

Quickbooks For Mac 2019 Payments

@Brandon29063 Thank you for reaching out to the QuickBooks Community for answers.

 

Since sales receipt transactions can not be linked to invoices, you can reference the invoice number that the payment belongs to by utilizing the memo box available at the bottom of the payment screen.

 

 

Sending payment receipts in-product would be a great feature and I would advise you to submit a feature request within the QuickBooks feedback option.  

 

Did you know you can also send a payment receipt from the Merchant Service Center? 

 

Here's how: 

  1. Sign in to your payments account at merchantcenter.intuit.com 
  2. From the home screen click Transactions.
  3. Filter transactions by date and click Search.
  4. Find the line item for the payment and click on the Gear symbol to the far right.
  5. From the menu select Email receipt.

Let me know if this works for you.

 

 

 

 

 

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