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LauraAB
QuickBooks Team

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Hello renee34,

 

I'm thrilled to have you with us as a member of the QuickBooks Online family, and welcome to the QuickBooks Community forum! I know the role customizing your forms can have in the overall brand image for a business, and even making sure it simply has the information needed to effectively communicate with your customers is key. I'd be happy to elaborate on this for you.

 

If you're looking at Sales receipt transactions, what @LeithG mentions for customizing the sale receipt form style is correct. When you follow the steps they gave (which are also outlined in the article I just linked), you can choose what information displays for your sales receipt transactions.

 

I have a feeling, however, that you're referring to Payment receipts that are generated when you record an invoice payment for your customer, which are different from sales receipts. As you may have noticed, Payment receipt isn't among the customization options in the Custom form styles section of the program.

 

Forms like these that don't have a specific, customizable option rely on the Master form type to determine how they look and what information they display. The edits made to that form will apply to all other forms that use it, including payment receipts, credit memos, purchase orders, and so forth. In this case, you'll be able to change some of the look of that style to impact your payment receipt transaction. As an example, you could add a colour scheme, your logo, or other such details and have that apply.

 

At this time, including the tax paid isn't an option for payment receipt transactions. Even if you have Tax summary checked off on the Master style, the program won't add it to that type of transaction. That's because the invoice itself should include the sales tax portion of the calculation for your customer to review.

 

We're always welcoming feedback from users about the various features in the program, so feel free to share any thoughts or ideas you'd like about this with our development team using these steps: How do I submit feedback? The comments are forwarded to the developers for consideration in future updates, and you can keep on top of new additions to QuickBooks Online here: QuickBooks Online Feature and Product Updates

 

I hope this helps clear up your options. I'll be around if you have more questions.

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