Using Sale Receipts

TUSSU · ‎August 27, 2022

Hi All,

my company rents lockers to students and I would like to be able to email them a receipt at the time of purchase. I have created a sales receipt but cannot figure out how to use it, If I create a sales receipt and click on customise my template is listed there but when I select it all I get is a check mark.

Best Regards,

Noel

DivinaMercy_N · ‎August 28, 2022

Hello there, @TUSSU. I'm here to share some information about using custom templates for sales receipts in QuickBooks Online (QBO).

Thanks for getting back here and providing additional information about your concern.

In QBO, you need to make sure that the desired custom template created for the sales receipt is checked so that the details needed will show in the form. Also, the change will reflect such as the color, logo, additional fields, etc. when you're going to send or print the sales form. Let me guide you on how:

In your QBO account, select the +New button and click Sales Receipt.
Next, select the Customize button located at the bottom right part of the page and check you're desired template.
Then, enter the details of the sales receipt.
When done, click the Save and send option and you'll see a preview of the form. From there, review the details to check if this match the customization you made.
Once ready, select Send and close to email the receipt to the students.

For reference, feel free to check this article: Create and send sales receipts in QuickBooks Online.

Additionally, getting sales reports to monitor your income is a breeze in QBO. To get started, simply go to the Reports menu and scroll down to the Sales and customers section to open the report that suits your needs.

Let me know how this goes. I appreciate any details you can add. If you have any other concerns in creating sales receipts in QBO, please don't hesitate to post again here. I'm just around the corner and willing to lend you a hand. Have a good one and take care.

View solution in original post

RCV · ‎August 27, 2022

Thanks for checking in with us, TUSSU.

A sales receipt is used for goods/services rendered at the time of purchase and is sometimes referred to as a "point of sale" purchase, or if your customers give you immediate payment. You can email the receipt by following the steps below:

Click the + New Plus icon.
Select Sales receipt
Choose the customer from the Customer dropdown. If you haven't set them up in QuickBooks yet, tap Add a new customer.
Enter the sales info, such as the payment method.
Enter line items for the products and services you sold.
When you're done, select Save and send to email the receipt.

to customize the sales receipt template, you can check out this article for the steps and details: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Feel free to visit our Invoices and payments page for more insights about managing your company's income and sales transactions.

I'd be happy to hear any updates after performing the steps as I want to ensure this is resolved for you. Also if you have questions about running reports, please add a reply below. I'd be happy to assist you further.

TUSSU · ‎August 27, 2022

Thank you for your reply, I have already created a custom form, my question is how do I use it? When I create a new sales receipt and select customise the name of the template is listed, I click on it and get a check mark, but that is all that happens??

Regards,

Noel

GlinetteC · ‎August 27, 2022

Yes, you're on the right track, Noel.

The custom template you created will apply every time you record a sales receipt moving forward.

However, if the custom template doesn't appear even if you've selected it when you create a sales receipt, I've got some steps to fix the issue.

You can start by signing in to your QBO account using a private browser. This step disables the browser extensions and stops the cache from saving your browsing history.

Here's how to open it:

Google Chrome: Ctrl + Shift + N
MS Edge and Firefox: Ctrl + Shift + P
Safari: Command + Shift + N

If it works, go back to your regular browser and clear the cache. This removes the piled-up cache in your browser. If it still doesn't work, please try other supported browsers.

Also, I'm adding these resources to learn more about managing sales receipts in QBO:

That should do it! If you have other concerns when doing a task in your account, don't hesitate to get back to the Community. We're here to help 24/7.

TUSSU · ‎August 28, 2022

Hi,

thank you for replying to my message, I have tried it on a private Chrome browser and Edge but it doesn't work with either

Best Regards,

Noel

DivinaMercy_N · ‎August 28, 2022

Hello there, @TUSSU. I'm here to share some information about using custom templates for sales receipts in QuickBooks Online (QBO).

Thanks for getting back here and providing additional information about your concern.

In QBO, you need to make sure that the desired custom template created for the sales receipt is checked so that the details needed will show in the form. Also, the change will reflect such as the color, logo, additional fields, etc. when you're going to send or print the sales form. Let me guide you on how:

In your QBO account, select the +New button and click Sales Receipt.
Next, select the Customize button located at the bottom right part of the page and check you're desired template.
Then, enter the details of the sales receipt.
When done, click the Save and send option and you'll see a preview of the form. From there, review the details to check if this match the customization you made.
Once ready, select Send and close to email the receipt to the students.

For reference, feel free to check this article: Create and send sales receipts in QuickBooks Online.

Additionally, getting sales reports to monitor your income is a breeze in QBO. To get started, simply go to the Reports menu and scroll down to the Sales and customers section to open the report that suits your needs.

Let me know how this goes. I appreciate any details you can add. If you have any other concerns in creating sales receipts in QBO, please don't hesitate to post again here. I'm just around the corner and willing to lend you a hand. Have a good one and take care.

TUSSU · ‎August 28, 2022

Absolutely fantastic, thank you so much this worked perfectly.

Thanks again,

Best Regards,

Noel

MirriamM · ‎August 28, 2022

Hello there, @TUSSU.

I am glad to know that the recommended steps provided by my colleague worked for you.

In case you need tips, and related articles in the future about the "How Do I" steps in QuickBooks Online, visit our QuickBooks Community help website for reference: QBO Self Help.

If you need additional help with QuickBooks, please let us know. We’ll be right here to further assist. Take care, and I wish you continued success.

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Using Sale Receipts