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userchan-sankit
Level 1

How to show product description on payment receipt (not sales receipt) after I add payment to invoice? It seems only sales receipt can be edited but not payment receipt.

I want to show product description on invoice to the payment receipt pdf (not sales receipt). It only shows invoice date and amount, not even invoice number. Is that a way to edit it?
1 Comment 1
Adrian_A
Moderator

How to show product description on payment receipt (not sales receipt) after I add payment to invoice? It seems only sales receipt can be edited but not payment receipt.

Hi userchan-sankit,

 

Right now, the sales forms that you can edit are InvoiceQuote, and Sales receipt. Once payment is received, the system generates a receipt. Though you're unable to modify the payment receipt, there's a way on how you can view the item description and this will route you to its receipt.

 

Let me guide you how:

 

  1. Click the Reports tab.
  2. Enter and select Sales by Customer Detail.
  3. Click the small Gear icon at the right part and then Show More.
  4. Tick the Receivables Paid box.
  5. Click anywhere to exit the pop-up.
  6. Click the Paid hyperlink.
  7. On the Invoice page, click 1 payment.
  8. Click the Date.

 

 

Also, if you want to print or get an invoice link to share with customers, you can check this reference: Want to send your customers a paper invoice?

 

Don't hesitate to mention my name if you need my assistance in sending paper invoice. You can always count on me. Have a good one!