Assisting you with your concerns is my top priority, @OCEAN Bookkeeper. I’ll address your queries one by one about customizing the sales receipt form in QuickBooks Online (QBO).
Adding paragraphs on forms can be done by customizing form styles in your company file. To get things verified, let’s check your template to see if the messages are added to the correct section. Let me walk you through:
- Go to the Gear icon and select Custom Form Styles.
- Select the template you’re using.
- Tap Edit under the Action column.
- Navigate to the Content tab and hit the Footer section of the form.
- From there, please see if the paragraph you’re referring to is in the Add footer text section. You can also add this to the Message to customer on section, however, this will apply to all sales forms except estimates.
- Once verified, click Done.
If the message is still unavailable when utilizing and printing your sales receipts, I recommend performing troubleshooting measures to fix frequent issues in using the application. You can perform the steps above within a private browser.
After that, you can give your browser a fresh start by clearing the cache or cookies. If not, using one of the supported browsers can also be a smart choice.
Another way around this is to add your text on the Message displayed on sales receipt or the Message displayed on statement section upon creation of the transaction.
On the other hand, there’s no option to get rid of the Balance Due line on the form. While considering this option to be included in the application’s future enhancements, I recommend sending this suggestion to our product development team:
- Go to the Gear icon.
- Select Feedback.
- Enter a brief description of your product suggestion.
- Click Next to submit feedback.
Moreover, you can utilize various financial reports to get a snapshot of your business's financial growth. I also added a resource where you can refer to the complete guidelines for customizing it:
I'll keep this thread open if you have other questions regarding custom forms or relevant QBO matters. I am always available to help.
