Payment Method field in Receipts is blank

Hi there, HB-Glenn. 

I've got the steps you need to know about printing payment methods on Sales receipts in QuickBooks Online (QBO). 

You have the option to create a custom form style to show the payment method on your sales receipt in QuickBooks. Here's how:

1. Go to the Gear icon.
2. Choose Custom Form Styles under Your Company. 
3. Select Sales receipt from the dropdown arrow under New style.
4. Click the Content tab.
5. Select the Pencil Icon on the Header Portion of the sample Sales Receipt.
6. Go to the Display section and mark the Payment Method tick box.
7. Click Done.

Once done, you'll now be able to see the payment method for printing your sales receipt.

I've added this article for more information about customizing invoices in QBO:  Customize invoices, estimates, and sales receipts in QuickBooks Online. 

Keep your post coming if you need more assistance managing sales forms. I'm always here to help. Have a great day!

Hi LeizylM,

Thanks for responding. I tried the steps and saw that the payment method box is already ticked to I did not touch that. However, checking the preview of the sales receipt, it still shows that the payment method field is still blank.

if you have anything else we can try, please let me know. Thanks in advance.

Hi HB-Glenn,

Thank you for trying the steps my colleague has shared to resolve the blank payment method on your sales receipt form.

I'll guide you with some browser troubleshooting steps to check if this has something to do with your cached data. However, you can skip this process if you've already performed it with our Chat Support team, and contact them again to make a follow-up instead.

We can start by signing in to QBO using a private browser. This step prevents the browser from re-using the temporary internet files in the cache that may have been misconfigured, corrupted, or outdated.

Shortcut keys to open a private browser:

• For Chrome, Ctrl + Shift + P.
• For MS Edge, hold Ctrl + Shift + P.
• For Safari, Shift + ⌘ + N

If you can see the payment method while browsing privately, you can open your regular browser and clear the cache. You can use a different browser if you get the same result.

Let me know if you need more assistance showing the payment method on your sales receipt. I'm just right here to continue helping you.

Hey JessT,

Thanks for following up. I tried loading up QB online in a private browser, but the issue still persists. I even tried using another browser + incognito mode but the results are the same.

If you do have anything else to try, please let me know.

Thank you,

I appreciate you for performing all the troubleshooting steps to fix this, HB-Glenn.

Let me make it up to you by ensuring you'll determine why the Payment method is missing when printing receipts.

I understand that you've contacted our support team, but I would still recommend reaching out to them again. They have full access to your account and can review why the Payment method section is missing. 

Here's how to contact our support:

1. Go to the Help (?) icon at the top.
2. On the Assistant tab, click Talk to a human.
3. Enter your concern in the Type something field, then click the Send icon.
4. Click on I still need a human.
5. Select Get help from a human.
6. You can either select Chat with us or Have us call you.

You can also see this article for more details, and be sure to check their support hours to know when agents are available: QuickBooks Online Support.

Additionally, I've added an article that'll help you personalize the appearance and layout of sales forms so you can add the info that matters most to your business: Customize Invoices, Estimates, and Sales Receipts.

Please keep us posted if you have other questions or concerns about working with your sales transactions in QuickBooks. We're always here to help you keep your record accurate.

Hi CharleneMaeF,

Thank you for responding. I do have an open case with the chat team and I follow-up with them every week. The thing is so far the only thing they tell me is that the issue has been escalated to your engineering team and they're looking into it.

It's the same thing for about 2 months now, so I'm not expecting any help from them anymore. This is also the reason I gave the forums a try.

Hope you can still help me with this, though.

Good afternoon, @HB-Glenn. 

Thanks for reaching back out. 

Since you've already contacted support before and are checking up with them weekly, at this time, that would still be the best route. With that being said, I do recommend you keep in touch with them every week like you have been doing. 

Our engineering team works hard to ensure that every customer is able to use the product and have the features working properly. 

Keep us updated on how the chat goes over the next week or two. My priority is that this gets taken care of right away. Have a wonderful day and weekend ahead! 

This has been an ongoing issue for YEARS.  Doing a search through the forums can prove this.  I've been trying as well to get this resolved.  My workaround has been to enter the payment details into the memo box so that the customer is still getting full information.  But this is long standing issue.  Especially on the Payment receipt (not the sales receipt) which is a form completely generated by QBO with no customizable options to the end user and this field just doesn't work.

I would like to add,  I went on a search for this same issue, also I can not locate this answer but it was a Intuit representative " state that it was the ENG team that decide to have these fields removed" in 2022 for our business our sales receipts was populating this info on the hard copies.  How ever sometime in or around July to October the info became missing. Upon further research it was brought to my attention that this info is required by law for the customer with out this info being printed. as someone posted on this feed, the business has to manually include this info.  If it is not given out to customer the customer can more than likely sue the business. So far this has not happened to our business.  If the production team/eng was the department that implanted this, would you please reverse the data   

I understand the importance of showing the payment method when printing sales receipts since it is required by law and for the safety of your business. Rest assured, the QuickBooks Team will help you resolve this matter.

I recommend following the steps provided by my colleague @LeizylM above by ensuring the Payment method is enabled in the sales form styles. If the problem persists, I recommend doing some browser troubleshooting steps to ensure your browser has less cached data provided by my colleague @JessT.

If the payment method is still not showing after going through everything, I recommend contacting our QuickBooks support team.

Here's how:

1. Head to this link: Contact Us.
2. Select QuickBooks Online product and click Continue.
3. Select Contact Us and choose a way to connect with us:

• Start a chat with a support expert.
• Get a callback from the next available expert.

Furthermore, here's how to customize invoices, estimates, and sales receipts in QuickBooks Online to create personalized and professional-looking form styles for your customers.

Please don't hesitate to reply to this post if you have further concerns about payment methods not showing in receipts. I'll always be around to help.

I checked this info before I posted.  As HB posted above, the info is populated when viewing the settings both in a browser and in Incognito.  The issue is the Payment Method does not print when printing a sales receipt or invoice. I am not a programmer when it comes to creating data for a system like Quick Books but I think the issues lies within the data of Quick Books On Line. If I am not mistaken I think a customer can sue a business for not providing this info on a sales receipt 

It is quite annoying and surprised QB has not fixed this issue. QB - Can you please look into this?

This isn’t the kind of service that we want you to experience when printing sales receipts in QuickBooks Online (QBO), murali. I can assist you with this to turn around your experience with displaying the payment method.

As I’ve replicated this concern, I notice from the application that choosing the payment method prior to entering the products and services items will ask you to choose from it again. With this, let’s fill out the fields first, and enter a payment method in the last.

On the other hand, let's make sure to mark check the Payment Method option on your form style. To do that, you can follow the steps below:

1. Go to the Gear icon and select Custom Form Styles.
2. From there, select the template you’re using.
3. Click the Edit button under the Action column to make changes.
4. Navigate to the Content tab, and select the Header.
5. Scroll down to the Display section, and mark check the Payment method.
6. Then, click Done.

If the issue persists, and you’re done performing browser troubleshooting guidelines. I’d recommend contacting our Technical Support Team to initiate a further investigation and to thoroughly check your account. This is to determine what causing the problem and formulate a correct resolution.

In the meantime, we can utilize the custom field feature for your payment method and ensure to turn on Print on form to show the custom field on printed and delivered forms.

As always, you can tap me in this forum whenever you have further questions about managing sales transactions or any updates you may need with your queries. I’m rooting for your business to prosper. Take care!

I have already checked the payment method as you had explained and and it is not working. Other users also experienced the same issue. 

I see the need to enable payment method options when printing sales receipts in your account, m_b_murali. I appreciate you performing the steps provided above, and I'm here to make sure you'll get the right support available to help you keep going in managing your business.

Since troubleshooting steps and alternatives are provided in this thread, and the issue persists in your data, I recommend contacting our support representatives to have your account reviewed and further investigate the root cause of why the Payment Method section is missing. They can provide additional assistance and detailed information to help resolve this concern. To do this:

1. Go to the Help icon and choose the Search tab.
2. Select Contact Us.
3. Describe your concern and click Continue.
4. Choose between Chat with us and Have us call you.

Moreover, I'll be sharing this handy resource to help you modify and add specific layout preferences to your sales forms: Customize Invoices, Estimates, and Sales Receipts.

I'm always available in this forum to provide additional assistance when managing payment methods on sales receipts. Feel free to reply below, and I'll make sure to get you covered. Stay safe.

I am also having this problem. Simply, with the "payment method" check box ticked the payment method(cash, credit, or debit) doesn't show on the sales receipt.
This is an ongoing problem. I have also contacted the support team to no avail.

Is anyone else having this issue.  The primary payment method is no longer populating.  When I type, it will show up but will not save.  I've tried everything to get it back and have run out of options.  I feel like QB might be a dying company as they no longer have any way to chat online and the AI assistant route is terrible. The # for SALES is front and centre but HELP? not so much.

Thank you for posting here in the community and bringing this matter to our attention, @LVR68. I wouldn't want you to go through this kind of event.

We've received similar cases or reports about the issue. I recommend contacting our support so they can add you to the affected users. Please be assured that our software engineers are working diligently to provide a resolution, and we'll keep you updated via email.

Here's how:

1. Sign in to your QuickBooks Online company.
2. Click the Help (?) icon.
3. On the Assistant tab, enter Talk to a human.
4. Enter a short description of your concern and press Enter.
5. Select Contact Us to connect with a live support agent.
6. Choose how you'll want to get in touch with the support.

• Start a chat with a support expert.
• Get a callback from the next available expert.

Please ensure to review their support hours to know when agents are available. This way, you can contact them at a time that is convenient for you.

For now, you can access your account using a private browser. This doesn't save your site data and visited pages. You can press the following keys to access this mode:

• Safari: Command + Shift + N
• Google Chrome: CTRL + Shift + N
• Mozilla Firefox or Microsoft Edge: CTRL + Shift + H

If you're able to change your team member's email address, let's go back to your regular browser and clear the cache to delete the junk files. If the same thing happens, we can use other supported browsers in the meantime, so you can get to your tasks.

In addition, I've added an article that'll help you personalize the appearance and layout of sales forms so you can add the info that matters most to your business: Customize Invoices, Estimates, and Sales Receipts.

Please keep us posted if you have other questions or concerns about managing payment methods on sales receipts, don't hesitate to reply below. I'll be happy to help you out. Have a great day!

Can this issue please be fixed as it not only has legal implications but also looks extremely unprofessional. Being able to remove the field would already be a huge help. Please note that this is about the payment receipt and not the sales receipt. These are two different kind of receipts and only one (payment) encounters this issue.

Hi there, Rebecca. I can help you how to remove the payment method field on your receipts in QuickBooks Online(QBO).

We've received multiple reports about the payment method not showing up on the receipt. I understand how impacting this is on your business.

While there are no updates yet, I suggest contacting our QuickBooks Online support team to be included in the list of affected users and to receive email updates about the invoice payment. 
 

Here's how:
 

1. Log in to your QBO company.
2. Select Help (?).
3. Click Contact Us and choose a way to connect with us:

• Start a chat with a support expert.
• Get a callback from the next available expert.

You can contact us from Mondays to Fridays, 6 AM to 6 PM PT.

In the meantime, you can consider not choosing a payment method when processing the payment in QBO. This way, the payment method field will not be showing on the receipt.

Here's how:

1. Go to the +New icon. Then, select Receive payment.
2. Select a customer on the Add a customer field.
3. Leave blank on the Payment method section.
4. Click Save and close.
5. Reopen the payment by clicking the magnifying glass in the top right corner.
6. Select the payment you processed. Then, click Print.
7. On the Print preview page, you'll notice that there's no payment method added to the receipt.

Furthermore, you can refer to this article to learn how to record paid invoices in QBO: Record invoice payments in QuickBooks Online.

Reply to this thread if you still have concerns about managing your receipts in QBO. I'm always here to help you in any way I can.