Don't sweat, @userfinance6. I'm here to help customise your sales receipt and payment voucher in QuickBooks Online (QBO).
You can go to the Custom form styles and customise your Sales receipt template from there. Here's how:
- In your QBO account, click the Gear icon and select Custom form styles.
- On the page, select Sales receipt from the New style drop-down.
- Then, customise your template the way you want to.
- Click Done once finished.
But for the payment voucher, if you're referring to the invoice payments (Receive Payment) or Bill payment template, this option is currently unavailable in QBO. QuickBooks can only customise sales forms like invoices, sales receipts, and estimate templates.
I'm adding this article for more details: Customise invoices, estimates, and sales receipts in QuickBooks Online.
Just in case you want to import custom form styles, feel free to check out this article for the detailed steps and information: Import custom form styles for invoices or estimates.
Should you need any assistance managing your sales form templates, I'm available here to help any time!
