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M
Melrick
July 5, 2022
Question

Credit Card Transaction Receipts

  • July 5, 2022
  • 1 reply
  • 0 views

I am creating an invoice for the customer, saving the invoice, processing their credit card, and emailing the customer the receipt. However the receipt that I am sending them is basic, and only includes the invoice number paid, and how much was charged to the customers card. My customer is requesting I send the info of the card process, authorization code etc. I found this type of detailed receipt when I open the payment form, and click Transaction Processed, but I can only print this and not email it. Is there a work around or a setting that I can change that will let me use this Detailed Transaction info instead of the basic receipt?

1 reply

T
Trish_T
July 5, 2022

Hi Melrick,

 

Welcome to Community!  QuickBooks Online is a dynamic program for accomplishing your daily bookkeeping tasks with peace of mind.  I'd be happy to provide some insight here, so you're on track with your QuickBooks goals!

 

Although the sales receipt doesn't automatically record specific details related to the payment method, such as a confirmation number and/or authorization codes for security reasons, you could manually enter the information in the Message field.  If you'd like to email the receipt to your customer, scroll to the bottom of the receipt > select Print/Preview and you'll have the option to download the document to a folder and then send it as an attachment from there. 

 

If you have any other questions, please don't' hesitate to reach back out.  We'd be glad to help! 

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