Can I customize the payment receipt? The receipt(payments screen)only prints amounts without invoice numbers.

Yes. You can modify the payment receipt, Donna Kay.

We can add the invoice number on the printed forms by ensuring that the Form numbers field is checked. Let me guide you how:

1. From the Gear icon, select Custom form styles.
2. Locate the default template.
3. Under ACTION, select Edit.
4. Go to the Content tab.
5. Select the header.
6. Tick the Form numbers box.
7. Click Done.

Also, if you want to add logo on the sales forms and let your customers pay the invoices online, you can check these guides: 

• Add, customize, or remove logos on sales forms
• Take and process payments in QuickBooks Online

Get in touch with me if ever you need hep in adding a logo. Have a good one!

I am in QBO and only have invoice, estimates, and sales receipt as options to customize. I can not use the steps you provided.

Thank you for getting back to this thread, @Donna Kay.

For now, the option to customize payment receipts is unavailable in QuickBooks Online (QBO). However, you can copy the invoice number and enter it in the Memo field when printing the receipt. This way, you can view its details once the transaction is printed. Let me show you how:

1. Open the invoice payment. You can also use the magnifying glass to easily find it.
2. In the Receive Payment window, copy the invoice number and enter it in the Memo field.
3. Once prompt, click Yes to edit the transaction.

This should now show the invoice number when printing the receipt.

Additionally, you can send feedback to our developers to add this as a suggestion in our future updates. They're always looking for ideas from users on how to improve QBO.

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

If you have any other concerns, feedback, or questions, don't hesitate and come back to the Community. I'm always here to help you. Have a great day.

I'm battling with the same issue!! Very frustrating!!

When is this option going to be made available??  This is a very important document / email to send to clients!! Please make this customization available ASAP!

Thank you for joining the thread, @Sparkie Sharpie. I appreciate you for putting your voice out and sharing the feedback here in our forums.

I can see how it would be useful to have the ability to customize payments receipts in QuickBooks. Having this feature in QBO is indeed a great idea, and I’d appreciate it if you send your product suggestions straight to our Developers for consideration in future updates.

Here's how:

1. Go to the Gear icon at the top, then select Feedback.
2. Type in your feedback or product suggestions.
3. Click Next to submit feedback.

You can also send and track your feedback by going to the following link: QuickBooks Online Feature Requests.

For now, you can follow the workaround provided by my colleague ReymondO to copy the invoice number and enter it in the Memo field. You can also visit our QuickBooks App Center or go to the Apps menu to find a third-party application that can customize payment receipts according to your business needs.

I've also included an article below to help design and add specific information to your other sales forms: 

• Customize invoices, estimates, and sales receipts in QuickBooks Online.
• Add a discount to an invoice or sales receipt in QuickBooks Online.

We’d love to hear from you, @Sparkie Sharpie. Please let me know if I can be of additional assistance or should you have any follow-up questions. I’ll be here to help. Have a good one!

THE PAYMENT RECEIPT NEEDS TO SHOW THE INVOICES BEING PAID. WHAT KIND OF ACCOUNTING SOFTWARE DOESN'T SHOW THAT? 

Please update your QBO to reflect the invoices paid on the payment receipt. That's basic accounting and customer service. 

I agree with you Sparkie Sharpie!! I have put a request into FeedBack for QBO to make this part of the program. 

I don't understand how QBO used to provide all this information in the Sales Receipts generated, and now it doesn't?

Your old sales receipts provided Invoice Number, Invoice Date, Due Date, Original Amount, Balance and Payment (see attached old Sales Receipt)

QBO must have done an update, but how on earth is that update something that's moving us backwards?

I've submitted my feedback to your developers, too, via the method suggested, but this is incredibly frustrating. The Sales Receipts QBO is currently producing are inadequate and incredibly confusing for my customers.

This is asinine. I switched to QB invoicing with my PSA to get granular data and I cannot even send a sales receipt with the invoice number or what product or service the customer paid for? How is this even a thing?

Let me clarify things for you, @Jschaffer.

I can see how it is important for you and your business to send a sales receipt with the invoice number or what product or service the customer paid for. Currently, this option is unavailable.

Take note that sales receipt is for cash based while invoice is for accrual based. If you want to have a different transaction date from the payment date, in this case, you can use invoices. 

For detailed info on how to create invoices, you may utilize this article: Create invoices in QuickBooks Online. It also cover some idea on how to send receive payments for invoices.

Fill me in if you have other queries about managing customer transactions in QuickBooks. I'm always willing to help. Keep safe!

I wish there was a way to thumbs down some of these QB responses....

Thumbs surveys are best to promote discussion and sharing of opinions in the QuickBooks Community, poolguy3.

Giving thumbs up or down on some QuickBooks responses is a good way to tell if the customers are happy. This will give us real-time feedback from customers, which we can use to tailor the way that you do business.

However, the option to give thumbs down is unavailable in the QuickBooks Community. While it's unavailable, I'd suggest submitting feedback within your QuickBooks Online (QBO) account. This way, it goes to our product developers to help improve your experience while using the program. Here's how. 

1. Go to the Gear icon at the upper right and select Feedback under Profile.
2. Enter your comments or product suggestions. You can also attach a screenshot or file to combine them all.
3. Click Next.
   
4. You'll be provided a list of suggested help articles related to your comments. You can read through them or choose Skip and send message.
5. Select the appropriate category from the drop-down menu.
6. Tap Send message.

You might find the following article interesting. This will provide us more details about how QuickBooks Community works: Community Basics. It contains more helpful articles about QuickBooks-related concerns.

Additionally, we can visit the following write-up: Sales and customers. It contains with links on how to manage your company income as well as resources about other customer-related concerns.

Please let me know if there's anything else I can help you with, poolguy3. I want to make sure I've got you covered. Have a nice day!

I would like to be able to remove the due date on my payment receipts.  I process my customer payments and the due date appears on their receipts which makes no sense whatsoever since I am processing the payments.

It's great to have you here in the Community, @pbb2.

With QuickBooks Online (QBO), removing due dates on payment receipts is currently unavailable. In the meantime, I recommend sending your feedback and suggestions to our product developers. This way, they'll be able to consider this option and assist you with your business demands in this manner.

Here's how to submit feedback:

1. Click the Gear icon in the upper-right corner.
2. Select Feedback under Profile.
3. Share your feedback.
4.  Click Next to submit.

To check the status of your request, refer to this link: QuickBooks Online Customer Feedback.

Also, you can check out this article to help you record your customer's payments and to help balance your accounts: Record invoice payments in QuickBooks Online.

Please let us know if you require further assistance with managing payment receipts in QBO. We're here to help. Take care!

Are there any updates to this limitation?

Hello, mc-dcl.

I know how important it is for you to personalize the appearance of your payment receipt. We are currently unable to provide an exact date when this will be available. 

All about our latest features and updates are posted on our website. If you're done submitting your product request, I encourage you to click this link: New features in QuickBooks. The most recent update is shown here.

Furthermore, you can also visit our Help Articles page if you need additional resources in completing some of your QuickBooks tasks.

If you need anything else, let us know. We're available to help you 24/7.

Still experiencing this issue on my end. any update?

Good evening, @Sahil Arora. 

Thanks for hopping onto this thread with your question about any updates. 

At this time, we're unable to provide a date/time of when this may be added to your QuickBooks Online account. 

However, the more feedback the Product Developers get, the faster this could be included as a feature. 

Review our Blog site to keep up with what's new in the system. 

It also doesn't show the total paid if they paid more than one Invoice.

I've already sent Feedback ; so please don't reply with that suggestion

Tell us how to get this get pushed to a programmer?

This is ridiculous! It doesnt show what the payment was for nor the correct balance! 

Hi there, @HeatherMarie1.

I'd love to help you achieve your goal, but would you mind sharing more details about the payments and the incorrect balance? Like adding a screenshot of your concern? It can help us get on the same page and provide accurate resolution.

I'll wait for your reply, or if you have any other questions, please let us know. We're always here to help. Have a great day.

When I process a customers partial payment against an invoice and print the receipt it doesn't show the invoice the payment was applied against and it shows a $0.00 balance when he actually has a remaining balance.

Hello there,

You may have mistakenly entered the total amount in full when recording the partial payment. Please review the payment received, the connected credit, and the invoice itself. It would be helpful if you could provide us with a screenshot of how you recorded the partial payment. This way, we can look further into this and provide you with the best solution.

I'm also adding this article for future reference: Record invoice payments in QuickBooks Online.

For additional QuickBooks-related concerns, don't hesitate to post them here in the Community. We're always available and willing to lend a hand to your queries. Have a great day ahead.