I appreciate you joining the thread, Mmm16sf. I'll share insights about creating custom templates in QuickBooks.
The option to customize templates is available for sales forms such as invoices, sales receipts, and estimates. That said, receive payments do not have customizable templates in QBO.
On the other hand, can you share the receipt template that is missing information when the Save and Send button is clicked when receiving payments? This way, I can gather the necessary details and make the required adjustments to ensure that the template displays the correct information.
Also, you'll want to make sure that the template you have created is selected as the default option in Custom Form Styles. This will ensure that the sales receipt template you use is accurate for your customers.
Here's how:
- Go to the Gear β and then select Custom form styles.
- Find your template.
- Select the dropdown βΌ in the Action column.
- Select Make default. You'll see (default) displayed by the default template name.
You may also review the sales receipt that you have used before creating the transaction. Simply click the Customize button and the default sales receipt will be displayed with a checkmark beside it.
For more details about customizing your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Additionally, I'll be sharing these resources that will guide you in processing your payments and creating your scheduled sales receipts in QuickBooks:
- Record invoice payments in QuickBooks Online
- Take and process payments in QuickBooks Online with QuickBooks Payments
- Set up a recurring sales receipt in QuickBooks Online
If you have any additional questions regarding your custom template, please do let me know. I would be more than happy to assist you in any way possible. Take care and have a great day.
