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

 
29 Comments
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My payment receipt is showing the wrong telephone number...

My payment receipt is showing the wrong telephone number  how can i change it?
QuickBooks Team

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

A warm welcome to you aleciakellymilli,

QuickBooks Desktop allows you to customize invoices and other forms such as Credit Memo, Sales Receipt, P.O, Statement, Estimate, and Sales Order. 

At this time, the option to customize payment receipts is unavailable. This is a great feature to have though! 

I invite you to make your voice heard by sending feedback directly to our product development team. You can go to Help, click Send Feedback Online, then choose Product Suggestion

You can always come back here in the Community forums if you have other questions.

Not applicable

I had same question.

I had same question.
Not applicable

i too

i too
QuickBooks Team

Hi there @Marian and @info, Thanks for following this th...

Hi there @Marian and @info,

Thanks for following this thread!

Right now, there isn't an option to customize the payment receipts. If you want to see this functionality added in the future, let our product engineers know.

Feel free to go to Help at the top menu bar, then click Send Feedback Online. Please don't hesitate to leave me a comment below if you have additional questions.
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add it

add it
Not applicable

has this option been added yet????? [mention://6898202 [m...

has this option been added yet?????
[mention://6898202 [mention://6898202 @IntuitVivien]]  9 months ago
Established Member

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

Dear Vivian,

 

Although it is a great feature to be able to edit payment receipts, it is a vital feature also. For now my logo on the payment receipt is showing on the left, when I want it to be on the right.

Highlighted
Moderator

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

Hi there, @info38, @craftguildofchef and @ahmadkalo.

 

Thank you for joining this thread. I can share some insights about the payment receipt template in QuickBooks Desktop.

 

We currently only have a default template for the payment receipt, and the option to customize it is not yet available. On behalf of all of you, I've already sent a product suggestion about this. I also encourage you to do the same for this request to have more votes.

 

Here are the steps in sending your idea:

  1. Click Help.
  2. Choose Send Feedback Online.
  3. Click Product Suggestion.
  4. Select Product Suggestion for the Type of Feedback.
  5. Product Area is optional.
  6. Enter your suggestion.
  7. Click Send Feedback.

And of course, you're welcome to post again in the Community if you have any other questions about QuickBooks. Have a good day ahead.

Active Member

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

if you are part of the Quickbooks Team, you yourself should report such bugs and follow through from feedback here to get it fixed

QuickBooks Team

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

Hi there, @toomanybugs.

 

Welcome and thank you for posting here in the Community. Allow me to join the thread and help share information about customizing receipts in QuickBooks Desktop (QBDT).

 

Yes, as mentioned by my colleagues above, the option of customizing receipts isn't available as of the moment.

 

I want to ensure customers like you are having the best possible experience while working with QuickBooks. I'll send my feedback/product request straight to our product developers/engineers about allowing customers to customize payment receipts.

 

However, if you wish to send your product requests, you may send them following the steps provided above.

 

Feel free to add a comment below if you have any other QuickBooks concerns, I'm always here to help!

Experienced Member

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

My issue with payment receipts is that the company address is incorrect, which it was on several other forms as well but I was able to fix those. I am unable to find a default address change to be able to change the address on all templates. Can anyone point out the way to fix the address on all forms, not just one at a time?

QuickBooks Team

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

Hi there, @dtinsley.

 

The address showing on your templates in the one from your company information. Let me give you some details.

 

The address on your templates is dependent on the company address set in your QuickBooks.  There isn't any other option to customize the address on your templates to change it. 

 

Please let me know if you have any other concerns. I'll be here to assist you. 

Established Member

Payment receipts in Quickbooks Desktop

Hello,

 

I wanted to inquire if the option to modify the PDF attachment in the payment receipt email is becoming an option soon?  I can't modify the client name and it's displayed twice on the PDF.  Any way to fix that?  Thanks.

 

 

QuickBooks Team

Re: Payment receipts in Quickbooks Desktop

Hi there, @Patty04.

 

Let me help you modify the client's name on the PDF attachment.

 

Are you referring to the PDF attachment when sending an email confirmation for the payment you've received? If so, currently, there's no direct way to modify the exact PDF. 

1.PNG

However, you can always go back to the Invoice or Payment Receipt and review how the information is entered under the Bill To section.

 

Please make sure that the name of your client under Bill To section is not repeatedly entered. I've attached a screenshot below for your reference.

 

 

Once completed, you can resend the payment receipt with accurate information.

 

That's it! Feel free to leave a comment below if you're referring to something else or if you have any other questions. 

Established Member

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

Yes it's the PDF where the client name is displayed twice.  I just figured out what it is.  In doing a test sample, I figured it out.  When we add a new customer we enter the name in the Customer Name section and again in the Bill To section.  When printing the Invoice it all aligns correctly.   When then issuing a Print Receipt, when the payment is applied, the customer name appears twice.  The PDF picks up both fields.  I think the only way for me to correct it,  is to revise my invoice template and use the Ship To, Removing Bill To and then it seems as though the Print Receipt PDF is displayed correctly.  A little bit more work then I hoped for.

QuickBooks Team

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

Welcome back to our forum, @Patty04,

 

Allow me to step in for a moment and share some information about removing the customer name on your customers payment receipt.

 

When you email invoices or payment receipt, the customer name is displayed at the top of the form. To avoid duplicate names on the PDF attachment, you can remove the other name in the Address section of the client's profile. Here's how to do that:

  1. Go to the Customers menu.
  2. Choose Customer Center.
  3. Double click the customer name.
  4. Go to the Address Info tab.
  5. In the Address Details section, remove the customer name in the Bill To or Ship To fields.
  6. Click OK.

Additionally, removing the Bill To option on the invoice template will only remove the address field on the transaction. Please see this article to know more about using QuickBooks templates: Use and Customize Form Templates

 

That should get your work done! Please update me on how this goes. I am always here to help whenever you need further assistance. Have a great day!

Active Member

Default payment received template is unusable

Dear QBO Community, 

The below is the text from a feedback note I sent to QBO:

 

I find the template for the PAYMENT RECEIPT so confusing to customers that it is rendered useless. Please, please, please listen to the many customers who've asked and make this template editable. Or, at the very least, please fix the default template!!! A customer wants to see and be assured of two things: 1) Their payment was received and 2) The balance due, if any. Your payment receipt falls short of both goals, using non-standard language and confusing accounting to create an ambiguous document. By contrast, the invoice template, once paid, has a very nice green PAID icon that displays. However, the invoice PDF is not the document that QBO automatically attaches from the payment receiving window in QBO. Therefore, to send a customer their invoice (marked PAID) you must exit the payment receipt window, click on the customer, click on the invoice, and then email from there. That's a whole bunch of unnecessary steps. Attached is a sample payment receipt in case you guys haven't looked at it lately. First off, why does it say "Balance = $2,850"? She's just paid off the $2,850, therefore the balance should be ZERO. Next off, why does AMOUNT CREDITED read as "$0.00"? I've just entered into QBO a check she sent for $2,850, so the amount credited should be $2,850. Then, what purpose does the TOTAL line serve? TOTAL what? Based on the amount that QBO puts there, it was apparently the TOTAL AMOUNT RECEIVED, but good luck getting an average customer to make that leap. Next, where is some kind of language letting the customer know the balance due? There is none. Only the aforementioned BALANCE field which displays the confusing total of $2,850. Finally, why on Earth is there a "SIGNATURE" line with a dotted line? Who needs to sign anything? I apologize for my snarkiness. It's a year's worth of frustration over the time I've wasted having to manually create and send my own sort of payment receipt. It's just a wonder to me how anyone could possibly think this half-baked, confusing template would help customers understand a payment has been received and credited. Please make us all love QBO again and fix the default (and/or make it customizable). Thank you!

QuickBooks Team

Re: Default payment received template is unusable

Thanks for joining the conversation, @cj_cal,

 

I appreciate you for putting your voice out and sharing the feedback here in our forums. I completely understand the situation, and I can share some insights about the payment receipt template in QBO.

 

Being able to customize your payment receipts would be handy, so you can send them to your customers based on your company's preference. While this option is currently unavailable, allow me to share a workaround for you.

 

You can use the statements in QBO to send the current customer's balance alongside with their transactions. To do that:

  1. Click the Plus icon and choose Statement.
  2. On the Create Statements window, choose Balance Forward for the Statement Type.
  3. In the Customer Balance Status, choose Open.
  4. Update the Statement Date, Start Date, and End Date.
  5. Mark the customer you want to create the statements for.
  6. Click Save and Send.

    statement3.PNG

To know more about creating statements, please check out this article:  Create and manage statements.

 

In regard to payment receipt, here's an illustration to guide you on how it works:
state.PNG
 

If you have any other questions, just let me know, and I'll be happy to help. Thanks again for checking our forum. Have a good day!

Active Member

Re: Default payment received template is unusable

Same issue here. I am stuck with printing the one with the green "paid" stamp to a pdf file and then emailing that to my customer. It would save so much time if I could just save and send this format. I refuse to send the other, and creating a statement is also another unnecessary step. Please fix appropriately QuickBooks!

QuickBooks Team

Re: Default payment received template is unusable

Hey there, Jmarewski.

 

I will pass along your feedback to our management team so they can submit it to our software engineers for review.

 

For now, you can continue your practice of emailing the payment receipts to your customers.

 

Of course, don't hesitate to drop by anytime if you have other concerns. 

 

 

Active Member

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

Need to add due date to payment template

QuickBooks Team

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

Thanks for joining in this thread, blumtn.

I'm here to help and provide you with some information about adding a due date to payment template in QuickBooks.

 

Right now, adding a due date to payment template is unavailable in QuickBooks Desktop. However, there's a variety of templates that you can customize in QuickBooks such as invoices, estimates, credit memos, sales orders, purchase orders, sales receipts, statements, and packing slips.

 

Here's how:

 

  1. Click Lists at the top menu bar.
  2. On the drop-down list, click Templates.
  3. Choose the templates you want to customize.

 

 

 

I can see how important it is to customize the payment template to add the due date. I'll be sure to take note of your suggestion about this option.

 

You may find this article helpful: https://quickbooks.intuit.com/community/Help-Articles/Use-and-customize-form-templates/m-p/207841.

 

For additional help, feel free to reach out to our QuickBooks Desktop Support. You can get our most updated contact number here:

 

  1. Within your QuickBooks Desktop, click Help at the top menu bar.
  2. Click Contact us.
  3. In order to route you to the correct support expert, we need to know what type of question you have. Give a brief description of your issue and click Continue.
  4. We’ll provide you a few options. You choose which one is best for you.

Feel free to post a reply below if you need more help with customizing a template in QuickBooks Desktop.

Established Member

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

has this been changed? my receipt s product name is not the correct one...