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Level 1

Re: A warm welcome to you aleciakellymilli, QuickBooks Deskto...

My sale receipt's product's name is not quiet right! 

can we yet not edit this? 

Its vital for us. not a very complex thing to ask...

QuickBooks Team

Re: A warm welcome to you aleciakellymilli, QuickBooks Deskto...

Hi there, agustinacasal.

 

Editing templates for payment receipts is still not available. Also, the payment receipts in QuickBooks Desktop don't have items on them.

 

If you're looking at the paid invoice, edit the transaction if the item is incorrect. However, if it's the name that's incorrect, go to Item List window and correct the name from there.

 

I will be forwarding another feedback about having an option to edit payment templates receipts to our engineers. I'll get back here if you have other questions.

Level 1

Re: A warm welcome to you aleciakellymilli, QuickBooks Deskto...

Has this been fixed yet?

Surely not the biggest ask to be able to customise the payment receipt.

Moderator

Re: A warm welcome to you aleciakellymilli, QuickBooks Deskto...

Thanks for joining this thread, woody12.

 

Let me share information about customizing payment receipt in QuickBooks. This option is still unavailable. 

 

I'll send additional feedback to our developers about this. This way, they'll be able to know your sentiments and what's best for your business.

 

In addition, you can check our QuickBooks Blog so you'll be updated with all new features released in the software.

 

Just let me know if you need additional help.

Level 1

Re: Default payment received template is unusable

I agree with cj_cal, the Default payment received template is unusable! It is embarrassing for me to explain to my client that they have to use a work around to do a job their previous  software did while applying a payment.  At the very least the default PDF should show the payment received, the invoices that the payment was applied to and the the balance remaining in a clear and concise manner.

Level 1

Re: Default payment received template is unusable

I am having all of the same frustrations!!!  The payment receipt is so confusing for customers!  Please make a change or allow us to make our own changes and customize the payment receipt!!

Moderator

Re: Default payment received template is unusable

Hi tvosstorage,

 

We recognize that each company has unique needs, and I can see how the option to customize a payment receipt in QuickBooks would benefit your business.

 

Don't worry, I'll take note of your suggestion and pass this along with our product developers. They'll be able to review and may implement this in the future updates.

 

In the meantime, you can visit our blogs to know more about future enhancements made by our developers through these links:

We hear you. If this feature becomes available, I'll be sure to notify you here.

 

Thanks for visiting the Community. Please let me know if you have any follow-up questions. I'm always here to help. Wishing you the best.

Level 1

Re: A warm welcome to you aleciakellymilli, QuickBooks Deskto...

How do I customise quickbooks report to appear in this format, see attached file

QuickBooks Team

Re: A warm welcome to you aleciakellymilli, QuickBooks Deskto...

Hi there, bright,

 

Thanks for the screenshot.

 

QuickBooks lets you customize reports just the way you want them depending on the report you run.

 

Navigate tabs to update the information needed to show on the report:

  • Use the Display tab to add or remove columns.
  • Use the Filters tab to limit report data to personalized the selected criteria.
  • Use the Header/Footer tab to modify the information that appears at the top and bottom.
  • Use the Fonts & Numbers tab to change the style and appearance o the report.

For more details, please refer to this article: Customize reports in QuickBooks Desktop. This link will help you get the information needed for your business.

 

Keep me posted on which report you're specifically working on and I'll get back to you.

Level 1

Re: Can I customize payment receipts? I know we can customize templates for invoices. I'd like to do the same for payment receipts.

Right! You guys are Quickbooks. Why wouldn't you have the ability to edit the Information on Payment Receipts? Seems like you guys missed a much needed feature!

Moderator

Re: Can I customize payment receipts? I know we can customize templates for invoices. I'd like to...

Thanks for joining this conversation, @bradg120177.

 

I can see how having an option to edit the Information on Payment Receipts would be helpful for you and your business. Rest assured that I'll pass along your suggestion to our Product Developers. They're always looking for ideas from users on how to improve QuickBooks.

 

In the meantime, I recommend visiting our Blog site. This is where we share recent happenings and future developments, such as updates to newly added features.

 

Here are the links:

 

 

Please know that I'm only a few clicks away if you have any other concerns or issues. I want to make sure everything is taken care of for you. Have a wonderful day!

Level 1

Re: A warm welcome to you aleciakellymilli, QuickBooks Deskto...

Hi,

 

Can you please allowed in payment receipt of Quick book, to change control account instead of cash and cash equivalent to  select any control account to make our double entry work more efficient.

 

We are looking forward to your immediate response on mentioned issue.

 

Regards 

Sumaira Sultana Talpur

[email address removed] 

QuickBooks Team

Re: A warm welcome to you aleciakellymilli, QuickBooks Deskto...

Thanks for joining this thread, sumairatalpur.


Updating the Payments Preferences in QuickBooks allows you to select any accounts when accepting payments. The process can easily be done in your company file.


Here’s how:

 

  1. Go to the Edit menu at the top and choose Preferences to access the Payments option.
    receipt.png receipt.1.png
  2. From there, tap the Company Preferences tab for Payments and uncheck the box for Use Undeposited Funds as a default deposit to account.
    receipt.2.png
  3. Click OK to save the changes.

After performing these steps, the Deposit To drop-down will show on the transactions. When accepting payments, you can now choose the preferred posting account.
receipt.3.png

 

I also want to make sure you’re in the loop about the latest enhancements developed by our engineers, so I’m adding a link where you can view them: Product Updates.


Reach out to me if you have further questions or concerns. Please know I’m always ready to help you. Have a great rest of the day.

Level 1

Re: Can I customize payment receipts? I know we can customize templates for invoices. I'd like to do the same for payment receipts.

The fact that you cant customize a payment recipient in quick books inst a problem, the problem is how quick books displays the information about the payment, that is the problem.

 My customers want to see invoices paid with the credits their using to pay the invoice, how quick books deals with this is when you use a credit to pay a invoice it is not displayed on the receipt it just goes away, it makes no sense, anything dealing with a customer is of the upmost importance if my customer is affected i'm affected if i'm affected quick books is affected.

QuickBooks Team

Re: Can I customize payment receipts? I know we can customize templates for invoices. I'd like to...

Hey there, @Dakota Hardscape Supply.

 

Welcome to the Community. I'm glad to offer my assistance with a workaround using statements.

 

You can create a statement to send to your customer to show all the details of the Invoice, Payment, and Receipt.

 

To create a statement:

 

  1. From the Customers menu, go to Statement/Create Statements.
  2. Choose the appropriate A/R account. Note: QuickBooks displays the A/R Account field only when your Chart of Accounts contains more than one A/R.
  3. Check the statement date.
  4. Select the date period of the transaction. Note:  You can specify the dates or you can include all open (unpaid) transactions as of the statement date.
  5. Click the customers you want to print statements for.
  6. Choose additional options. 
  7. Select Print or E-mail depending on how you want to send the statements to your customers.

For more details on this, check out creating a billing statement.

 

If you have any questions or concerns, I'm only a post away. Take care!

Level 1

Re: Can I customize payment receipts? I know we can customize templates for invoices. I'd like to...

I appreciate the feedback

the problem with this workaround is that is does not work, like i stated before my customers want to see all the invoices there paying and what method of payment was used, if their paying off an invoice for $100 and they have a credit for $50 they want to see

Payment -$100

Check #123 -$50

Credit #2453 -$50

Open Balance $0.00

the method you suggested using Quick books Statement will say

Payment -$50

Check#123 -$50

Balance $0.00

Quick books leaves out the credit entirely unless you set the date to when the credit was issue but that brings along a bunch of other invoices and credits that are unrelated to the current payment in question as well as still not stating what exact credit was used. 

  It seem like quick books reasoning is that credits only reduces invoice totals and are not methods of payment and they should be treated as full methods of payment period  

Moderator

Re: Can I customize payment receipts? I know we can customize templates for invoices. I'd like to...

Hello there, Dakota Hardscape Supply.

 

The transactions that shows in the statement is determine by the dates you selected. QuickBooks doesn't display transactions that occurred before the beginning date or beyond the ending date. Though you can change either date, the transactions order is shown by date.

 

Please know that your voice matters and that enhancements and improvements to QuickBooks are largely the results of feedback provided by users like you. Rest assured, I’m going to submit feedback on my end in regards to layout editing on payment receipt and statement. 

 

In the meantime, I've got you an article to check for more updates and announcements: Product Updates

 

Please know the Community always has your back if you have any other questions. Wishing you and your business success. 

Level 1

Re: Editting receipt layout

Can you also look at options so we can remove the signature for a receipt.  This is an option I don't need and looks ridiculous when it's sent blank.

QuickBooks Team

Re: Editting receipt layout

Welcome to the Community, @dBHCanada.

 

Thank you for the feedback on the removal of the signature for a receipt.

 

I've got you covered. I want to make sure that your concerns are addressed so that I will send your thoughts to our Product Development Team.

 

Stay tuned with QuickBooks Blog on new updates or new features in the future.

 

Please don't hesitate to reach back out if you have any more questions or concerns. Happy Hump Day!

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