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terry-walker
Level 1

How can I print the payment method on the receipt

 
7 Comments 7
IamjuViel
QuickBooks Team

How can I print the payment method on the receipt

You've come to the right place, @terry-walker.

 

You can set QuickBooks to include the Payment Method in printing your Sales Receipt. I can guide you on how to do it.

 

Here's how:

  1. Go to the Gear icon.
  2. Choose Custom Form Styles.
  3. Select the template of the Sales Receipt you want to use.
  4. From the Actions column, click Edit.
  5. Pick the Content tab.
  6. Click the Pencil Icon on the Header Portion of the sample Sales Receipt.
  7. Go to the Display section. 
  8. Mark the Payment Method tick box
  9. Click Done.  

However, if you're referring to including the payment method when printing the receipt after you received the payment of an invoice, currently this is not available. You'd want to add a custom field on the invoice to show the payment method. You can read through this article to learn more about this feature: Create and edit custom fields in QuickBooks Online Advanced.

 

Swing by here if you have other questions about managing your sales forms in QuickBooks. I'm always here to help.

IamjuViel
QuickBooks Team

How can I print the payment method on the receipt

Greetings, @terry-walker.

 

Were you able to follow the steps I provided to include the payment method in your receipts?

 

I'll be sure to get back to you if you need more clarification on this process, just let me know. Wishing you continued success!

BensonCC
Level 1

How can I print the payment method on the receipt

Hi, is it possible to print the Payment Method on an Invoice?

Jen_D
Moderator

How can I print the payment method on the receipt

It's wonderful to see you here, @BensonC1,

 

Thanks for allowing us to help you with your sales form preference. I'll make sure you're able to assign a Payment Method on your invoices. 

 

You have the option to create a custom field for any additional details on the invoice. Here's how:

 

  1. Click the Gear icon and choose Custom Form Styles.
  2. Locate the invoice template then select Edit.
  3. Go to the Content tab, and tap the Header section of the template.
  4. Use the Custom field link to expand the tabs.
  5. Mark a blank custom field then input a description you want, like Other Invoice Number.

 

When creating an invoice, enter other number manually. See this snip:

 

See this article for more information about customizing invoices in QBO: Customize invoices, estimates, and sales receipts in QuickBooks Online

 

Let me know if you need further help on this. I'll be more than happy to help. Have a nice day!

psts
Level 1

How can I print the payment method on the receipt

In reviewing the article it seems that when printing a receipt for a customer, the receipt shows the payment method & Reference Number, the reference number is on the printed receipt but the Payment method (check, credit card ect) is not.  Apparently that is currently not available and I am wondering why not as there is the box already set up for it and it is something that is basic that should populate on a receipt when printed.  I am rather disappointed that it won't print and just leaves the box blank.  Is that something that will populate on the receipt in the future?

remilanowski
Level 1

How can I print the payment method on the receipt

Agreed, the Payment Method Text shows on the receipt, but the actual Payment method is Blank, this makes not sense.  It is not a custom field, and should work, but does not.  This is a bug, please fix it!

Kevin_C
QuickBooks Team

How can I print the payment method on the receipt

I hear your sentiments, @remilanowski. Let me help you direct to the support available to assist you with this printing payment method concern.

 

To address this issue right away, I recommend contacting our Technical Support Team since the Community is a public forum, and we'll need to collect some personal information to pull up your account. They'll be able to perform a screen-sharing session to investigate this behavior further.

 

Here’s how to get in touch with our representatives:

 

  1. Log in to your QuickBooks Online (QBO) account.
  2. Click the ? Help button at the top right corner.
  3. Go to the Search tab, then select Contact Us.
  4. Enter a brief discussion about your concern, then click Continue.
  5. Choose a way to connect with us.

 

You can also see this article for more details, and be sure to check their support hours to know when agents are available: QuickBooks Online Support.

 

Also, the payment method will show up if you print it from a sales receipt transaction.

 

Additionally, you'll want to create attractive and professional-looking invoices in QBO. With this, you can personalize and add specific info that matters most to your business. To know more about this process, you can check out this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Keep me posted if you need a hand with other QuickBooks-related concerns. I’ll be around ready to back you up. Keep safe!

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