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dlove
Level 1

In Quickbooks online, how do I set up a custom receipt for credit card payments that will automatically send to the customers each time I process a credit card payment?

 
3 Comments 3
Angelyn_T
QuickBooks Team

In Quickbooks online, how do I set up a custom receipt for credit card payments that will automatically send to the customers each time I process a credit card payment?

Hello, @dlove.

 

At this time, we can't set up a custom receipt for credit card payments that'll automatically be sent to your customer each time your process payments. The good news is, you can manually record payment transactions, then send it to your customers.

 

Here's how:

 

  1. Pick on Receive Payment from the Plus (+) icon under Customers.
  2. Select a customer's name and the outstanding invoice/s, then enter the amount received.
  3. Click on Save and send to send the transaction to your customer.
  4. Enter the email information, then tap on Save and close.

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I understand the importance of this feature for your business, @dlove. I'll take note of this and send a suggestion to our product engineers. This way, they'll be able to know and might consider the feature in the coming updates.

 

To stay current with the latest QuickBooks news and updates, feel free to visit our blog.

 

Let me know if you have any other questions. I'm a few clicks away to help. Have a good day!

Perfect powder
Level 1

In Quickbooks online, how do I set up a custom receipt for credit card payments that will automatically send to the customers each time I process a credit card payment?

is there a way to send a receipt to a customer after the credit card transaction has been through the mobile app?

SarahannC
Moderator

In Quickbooks online, how do I set up a custom receipt for credit card payments that will automatically send to the customers each time I process a credit card payment?

Hello there, Perfect powder.

 

Yes, there is. We'll need first to ensure that the payment is manually recorded in QuickBooks. Once done, we can send it to your customer. It serves as proof or a  receipt to them. Using the mobile app, you can follow these steps:

 

  1. Click the Menu icon ( three horizontal lines).a
  2. Select Invoices under the Shortcuts tab.
  3. Find the invoice. Then, click the + in the Payment field.
  4. Enter the amount and save it.

 

Once done, click the three dots icon and select Email. It's how we can send it to your customer through a mobile app. When using a web browser, you can send it too by clicking the Save and Send button on the Receive payment page:

 

Then, you can run the Invoice and Received Payments report to see all paid and unpaid sales transactions in your book. Also, you can customize and memorize it to keep what you have currently modified on the report.

 

Let me know if you have other questions with QuickBooks. I'm always here to back you up. Keep safe and have a good one!

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