United States United Kingdom Australia Canada (English) Canada (French) France Singapore South Africa Global Ireland
cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 
Announcements
NEW Connect to DBS IDEAL direct bank feeds Click here
higlopaints-mweb
Level 1
posted
‎June 03, 2022 01:15 AM
last updated ‎June 03, 2022 1:15 AM

Is it possible to add amount and change section on my customers sales receipt?

Customers are request to see the amount of money the give to pay for their stuff and the amount off change I give them back I am finding difficult to get this sorted please assist me.
Reply
1 Comment 1
Rasa-LilaM
QuickBooks Team
QuickBooks Team
‎June 03, 2022 03:42 AM

Is it possible to add amount and change section on my customers sales receipt?

It’s great to see you in the Community today, higlopaints-mweb.


Let me share some information about the sales receipt feature and how QuickBooks Online (QBO) handles this type of transaction. Then provide you with an alternate solution on how to add the change section to the sales form.


When your customers pay in cash or immediate payment, create a sales receipt to record the entry. The sales form contains the following columns: Service Date, Product/Service, Description, Qty, Rate, Amount, SKU, to name a few. From there, you can input the service or item information. With these functions, you’ll be able to monitor your sales transactions easily.


Since the change column is currently unavailable, you can consider using a third-party application. This way, your customers can see the payment and amount of change on their sales receipts.


Let me help run a search for you by going to the Apps menu on the left panel. Then type a keyword in the Search field to speed up the process. The screen will display a list of applications that fits the information entered in the box. You can open each one to check how the app works.


For your other concern, run the Transaction List by Customer report and refine it to show all your sales receipts. In this statement, you’ll see the amounts paid by your clients and it doesn’t include the change.


To build the report:

 

  1. In your company, head to the Reports menu on the left panel and open the Reports Center.
  2. From there, type Transaction List by Customer in the search box.
  3. On the reports screen, click the Customize menu in the upper right and press the Filter link to see more options.
  4. Tick the box for Transaction Type and choose Sales Receipt.
  5. Tap the Run report button for the changes to take effect.


Use this guide to personalize the layout of your sales forms including the sales receipts: Customise invoices, quotes, and sales receipts in QuickBooks Online. It outlines the steps by step process so you’ll be able to create one in no time. You’ll also learn about customizing your email message as well as the information.


Also, our self-help articles contain topics that will guide you on how to handle the company’s income, and manage invoices and payments. Make sure to click on the link for the resource to view the complete details.


That should get you in the right direction in showing the amount paid on the sales receipt and its change.


Keep me posted below if you have any clarifications about processing sales receipts and other QuickBooks-related activities. I’ll get back to get this taken care of for you.

Reply