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April 8, 2023
Question

How do i customise receipt?

  • April 8, 2023
  • 1 reply
  • 0 views
When I click on Receive Payment it will send out a receipt with only the inv date in the description column. I want it to reflect the Inv No instead.

1 reply

April 8, 2023

Good to see you here in the Community, @childcaremy.

 

We can add the invoice number on the payment receipt by ensuring the Form numbers field is checked in the Custom form styles.

 

Here's how:

 

  1. Go to the Gear icon.
  2. Under Your Company, select Custom form styles.
  3. Locate the default template.
  4. Select Edit under the Action column.
  5. Go to the Content tab.
  6. Select the header.
  7. Tick the Form numbers box.
  8. Hit Done.

 

Also, you can check these guides if you want to add a logo on the sales forms and personalise your invoices:

 

 

Let me know if you have other concerns with your invoice payments. Take care.