Create a form to send with reciept

Hey there, hastings117.

Thanks for dropping by today, I'm happy to help. Depending on what you want included on that form when you send your sales receipt, you can actually customize your sales forms and send those to your customers so it includes the information you're trying to send out. Here's how you customize your sales forms:

1. Go to Settings ⚙ and select Account and Settings.
2. Select Sales on the left menu.
3. Select Edit ✎ on the category you want to customize.

This article highlights the process mentioned above, and it includes the different ways in which you can customize the forms, including invoice terms, delivery methods, deposits, tips and much more. If there;s anything else I can do to help, feel free to drop by anytime and post below. Thanks again and I hope you have a great day today.

@hastings117 

What kind of form? A feedback form?

it's a checklist that we fill out for tune-ups. 

What kind of business do you run? A workshop? You may need one or two 3rd party apps to do so and integrate it with your QBO.

It's an Air conditioning company. Its a checklist we fill out that the customer gets. currently we send it separately. It would be nice to fill it out as a document in QuickBooks that goes with the receipt and stays on file with the customer record. Almost all the proprietary software for AC, Plumbing etc... has that option.