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JM952
Level 2

Print the Notes field in Sales Receipts

I have entered 'Notes' in the transaction tab ( I also entered them in the Customer Tab, for good measure) of the "Enter Sales Receipts" form.  I have also created a Sales Receipt Template, using the Notes field (checked the Print Box in the 'Additional Customization screen). However, when I use that custom Template, the Notes do not print.  Is it possible to print Notes on a Sales Receipt template?

3 Comments 3
Mark_R
Moderator

Print the Notes field in Sales Receipts

Thank you for the detailed information, @JM952.

 

I want to ensure you can print the Notes field on your sales receipts.

 

Once you check the Print box to the Notes field, you should be able the print the field when using the customized templated. Since it doesn't print, it's possible that the template was damaged. In this case, you'll want to delete and recreate the Sales Receipt template. Here's how to delete a template:

 

  1. Go to the Lists menu, then select Template.
  2. Find the created Sales receipt template.
  3. Right-click on it and choose Delete template.
  4. Click OK to confirm.
  5. Once done, recreate the template.

 

If you get the same result, let's run the Verify and Rebuild Utility tools to check any data issues within the company file. To do so, follow the steps below:

 

  1. Go to the File menu, then choose Utilities from the list.
  2. Select the Verify Data tool then wait until the diagnosis is done.
  3. If there are issues, proceed to rebuild the company file.
  4. Click the File menu again, then select Utilities.
  5. Choose Rebuild Data then click OK.

 

Come back to this post and let me know how it goes, @JM952. I'll be around to provide further assistance.

 

You may encounter other issues when using customize templates. This article will help you fix it: Fix common issues when you use and customize templates.

 

Wishing you all the best!

JM952
Level 2

Print the Notes field in Sales Receipts

Thank you for your reply, Mark_R.  I realized that I was entering information into the Notes Field to the right of the Sales Receipt entry form (see attached Screen shot).  The lower red arrow points to the Notes Field I used initially.  I entered the Notes in both the Customer Tab and the Transaction Tab. I was unable to print those notes on the Sales Receipts.  Then I found the other Notes Field in the 'Customize Template' screens, so I added that field to my Screen and Print versions of the Sales Receipt.  Success -- That Notes field appeared correctly (see upper red arrow) on my screen and in print, but the field has a 30 character limit, which does not work for me.  Is there any way to print out the other Notes field, which doesn't appear to have a character limit?  There is also a field in the Footer tab, called Long Text, but that won't work, because it can only be printed and does not appear on the screen.

 

Adding a transaction-specific note to a sale receipt (or to any form for that matter) would be very helpful.

 

 

Rasa-LilaM
QuickBooks Team

Print the Notes field in Sales Receipts

Thank you for providing additional details about your concern, particularly the screenshot, JM952.

 

I recognize the value of printing the notes entered in the Customer Information and Transactions tab on your sales receipts. Adding this functionality allows you to enter more information about the transaction and track it more easily.

 

You can submit this product suggestion directly to our product engineers. So they'll be aware of the particular feature that our customers nedd the most and can include it in upcoming updates.

 

Here's how:

 

  1. In QuickBooks Desktop (QBDT), head to the Help menu at the top bar to choose Send Feedback Online and Product Suggestions.
  2. In the QuickBooks Feedback window, select Product Suggestion from the Type of Feedback drop-down menu 
  3. Tap the Product Area drop-down and choose which area in QuickBooks needs improvement.
  4. Fill in the Here is my suggestion box with your thoughts and ideas about the product.
  5. Complete the remaining fields.
  6. Click Send Feedback to submit.

 

To learn more about the maximum number of characters you can enter in each field in the company file, click here to view the full details. If you have any issues printing your transactions or need more information about a specific accounting activity, these resources will walk you through the process and provide instructions on how to complete the task:

 

 

Feel free to leave a reply in the comment section if you need further assistance printing your sales entries or anything else related to QuickBooks. I'm always ready to help you. Have a great day ahead.

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