Skip to main content
January 12, 2023
Question

Donor Receipt Format

  • January 12, 2023
  • 1 reply
  • 0 views

The donor receipt info is not formatted to show through the windows of a number 8 or 10 envelope.  How can I change this?

1 reply

January 12, 2023

Hi there MBeth,

 

it's vital all your information is displayed correctly so that your forms can be sent correctly. QuickBooks Online is a great tool able to help you create and send sales forms to your customers so they know the services you offered. i can point you in the right direction to customize forms.

 

In QuickBooks Online Simple Start, you can customize the invoice form template, but with the other plans, which are Essentials, Plus and Advanced, you have the option to modify the Estimate and Sales receipt template as well. In order to have them modified to have the information show up for envelopes, go to the Gear icon, then Custom form styles. Choose the form style you want to modify, then in the Design section, you can click on Edit Print Settings. You can check the option to Fit to window envelope.

 

if you have any other questions, feel free to reach out here.