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Level 2

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

I'd just like to add my request to the developers to make the payment receipt display which invoice(s) the payment(s) are applied to.

Thanks.

Highlighted
QuickBooks Team

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

Hello, @fsisinc.

 

When printing or emailing your customer's payment receipt, the invoice number can be found in the Number column. I can guide you on how to view it.

  1. Go to the Customers menu.
  2. Choose the Customer Center.
  3. Select the Transactions tab.
  4. Locate the Received Payments section.
  5. Double-click on the customer's payment receipts.
  6. Click the Print or Email button.
    • From the Print Lists window, click the Preview button. 
    • From the Email window, double-click on the PDF attachments so you'd see a preview of the payment receipt.

Also, I've added these articles to help you manage your sales forms in QuickBooks:

I am always here to help whenever you need further assistance. Have a great day!

Highlighted
Level 2

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

Thank you for your response.  I don't see the invoice number in my print preview.  I'll attach a screen shot.

 

Highlighted
Moderator

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

Hi, fsisinc.

 

I appreciate the screenshot you've provided. Based on your screenshot, it looks like you're using QuickBooks Online.

 

To ensure the invoice number will show when you preview or print your paid invoice, make sure that the Form numbers on your invoice template is selected.

 

Here's how:

 

  1. Click the Gear icon at the upper right corner and choose Custom form styles.
  2. Locate the invoice template you're using and click Edit.
  3. Go to the Content tab.
  4. Click the upper part of the template or the Header.
  5. Select the Form numbers.
  6. Hit Done.

Once saved, you should be able to see the invoice number when previewing or printing the paid invoice.

 

In case you need help with utilizing your sales forms templates in QuickBooks Online as well as on what other information you can add, you can go through this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

While for QuickBooks Desktop, you'll need to select the option for Invoice number under the Print column to see this information when printing the transaction.

 

Please know that the Community is always here to help if you have any other concerns. Have a good one!

Highlighted
Level 2

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

My original comment was simply my feedback that the payment receipt that is sent to a client upon receipt of payment is incomplete because it doesn't show which invoices the payment was applied to.  I know how to customize invoices and sales receipts.  Quickbooks Online does not allow one to customize payment receipts.  My comment was simply to add to all the other requests for an acceptable payment receipt.  The current receipt is useless and unprofessional.  It only serves to confuse the customer because it doesn't display HOW their payment was applied.

Highlighted
Moderator

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

Thanks for sharing some clarifications, fsisinc.

 

I appreciate the thoughts and suggestions you've shared. I can see how being able to show which invoices the payment was applied to on payment receipts would be useful. Know that your suggestions on how we can improve the  payment receipt feature is being noted. This will be evaluated by our developers before they consider to include this option on the future release.

 

As we continue to make improvements to the product, I encourage you to visit our QuickBooks blog. This is our way to keep you updated with the latest QuickBooks news and features of the product.

 

The Community is always open if you have other questions. I'll be around to help. Wishing you a great day ahead!

Highlighted
Level 1

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

I have the same question.  Client is *very* unhappy with the format.

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