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MB505
Level 2

I noticed that the "Memo" box was removed from the sales receipt. Is there any way to get it back? I search memo's very often and this makes it extremely difficult.

 
3 Comments 3
JonpriL
Moderator

I noticed that the "Memo" box was removed from the sales receipt. Is there any way to get it back? I search memo's very often and this makes it extremely difficult.

Greetings, @MB505!

 

Let me share a few options on how to add memo in your sales receipt.

 

To start, you have the option to change the title column of the sales receipt by creating a customized form.

 

Here's how:

  1. Go to the Gear icon.
  2. Under Your Company, select Custom Form Styles.
  3. Click New style.
  4. Choose Sales receipt.
  5. On the Content tab, click EDIT LABELS AND WIDTHS.
  6. Type in Memo in the box beside Description.
  7. Click on Done.

Then, you'll have to select the newly customized form when creating a sales receipt by clicking Customize at the bottom of the page.

 

You can also add a memo field on the sales receipt.

 

Let me show you how:

  1. Go to the Gear icon.
  2. Under Your Company, choose Account and Settings.
  3. Select Sales, then go to Sales form content.
  4. Enter Memo on the dialogue box beneath Custom fields.
  5. Select Save and then Done.

Now, if you are referring to a message for a customer you can type it in the Message displayed on invoice or Message displayed on statement.

 

Here's a screenshot for your visual reference.

 

 

Feel free to read these articles to learn more about those options:

Please know that you can always get back to us by leaving a comment below if you have any other questions.

Nicholspd
Level 1

I noticed that the "Memo" box was removed from the sales receipt. Is there any way to get it back? I search memo's very often and this makes it extremely difficult.

Hello JonpriL,


Your response to this question was exactly what I was looking for! However, now that I have added the "Memo" option to my sales receipt window, when I enter something into the Memo box then go back to the Customer "Transaction List" it still doesn't show in the memo column. Is there any way to get the memo to show up there? That is ideally where I need to see the note. Thanks!

GebelAlainaM
QuickBooks Team

I noticed that the "Memo" box was removed from the sales receipt. Is there any way to get it back? I search memo's very often and this makes it extremely difficult.

Thank you for joining the thread, @Nicholspd. Let me clarify things and help you resolve your concern.
 

If you want the memo to show up in the Memo column from the customer's Transaction List, you can type the message in the Message displayed on the statement from your sales receipt.
 

Here's how:
 

  1. Click +New and select Sales Receipt.
  2. Fill in all the necessary columns and in the Message displayed on the statement box, enter the message you want to show up in the Memo column from the customer's Transaction List.
  3. Then select Save.


Once you're done creating a sales receipt, go back to the customer's Transaction List and look for the transaction you created with a memo. Then review in the memo column if the memo you entered is visible.
 

I've also added a screenshot below for visual reference.







I've also added a following  articles about customizing sales receipts and invoices:

If you have any clarification or additional information regarding your sales receipts and invoices, I'll be glad to assist you. Happy Holidays!

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