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Kathy84
Level 1

How to modify a payment receipt

Is there a way to modify the payment receipt? We utilize the description line for the services purchased and would like to have that included on the receipt.
1 Comment 1
Rasa-LilaM
QuickBooks Team

How to modify a payment receipt

I’m glad to see you in the Community, Kathy84.


Let me help and point you in the right direction in adding the description line to the payment receipt.


If you’re referring to the sales receipt, let’s customize it and select the Description function. The process will help show the information entered from that field. Please know the line item will show as blank if you didn’t put any details.


To refine the sales template:

 

  1. Go to the Gear icon at the top to choose Custom form styles.sr form.png
  2. Click the New style drop-down and pick Sales Receipt.sr form.1.png
  3. Press the Content tab and click the body of the sales template to view more details.
  4. Tick the box for Description, and then hit Done to keep the changes.sr form.2.png


Next, open the sales receipt you’re working on. From there, click the Customize the menu to select the newly created template. Make sure to click the Save button to keep the changes.


If you mean by the details on the bill, the description will not show when you pay it. As a workaround, utilize the Memo field on the Bill Payment page. This way, you’ll be able to see the notes.


For additional resources, here’s an article that outlines the complete instructions on how to tailor the sales forms in QBO. It includes a video for visual reference: Customize invoices, estimates, and sales receipts.

 

Also, these guides provide an overview of how to handle expenses, bills, receipts, etc.

 


If there’s anything else I can help you with, feel free to click the Reply button and post a comment. I’ll get back to assist further. Have a great day ahead.

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