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Connect with and learn from others in the QuickBooks Community.
Join nowHello, @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:
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.
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Let me know if you have any other questions. I'm a few clicks away to help. Have a good day!
is there a way to send a receipt to a customer after the credit card transaction has been through the mobile app?
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:
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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