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LCBPOA
August 12, 2023
Question

Receipts

  • August 12, 2023
  • 2 replies
  • 0 views

Since the last Quickbooks online update, our receipts no longer show the description of the service the customers are paying for. The Custom Form sales receipt shows the description but not the actual. Please advise asap!

    2 replies

    D
    DebSheenD
    August 12, 2023

    I'll help you fix this, @LCBPOA.

     

    Strange behaviors, like missing data and errors are usually caused by the accumulated cache in the browser. To rule this out, you'll want to access your QBO company using an incognito or private window. This mode doesn't save your web searches, site data, and cookies. Here are the shortcut keys:

     

    • Ctrl + Shift + N for Google Chrome
    • Ctrl + Shift + P for Firefox & Microsoft Edge
    • Command + Shift + N for Safari
       

    Once you're in, try to open receipts. If it's now working well, go back to their regular browser and then, clear its cache to delete the accumulated junk files and improve your browsing experience. Switching to other supported browsers can also help resolve this issue.

     

    Additionally, here's an article that you can read to help track the status of your estimates, invoices, and customer payments: View sales transactions.

     

    Please let me know if you need further assistance in dealing with your other tasks. I'll be around to help.

    L
    LCBPOAAuthor
    August 16, 2023

    Cleaned out the cache in its entirety, and switched browsers. My original post shows the actual receipt. The attached shows the template. Looks nothing alike. 

    R
    Rasa-LilaM
    August 17, 2023

    I recognize how essential for your business to show the description on the sales receipt, LCBPOA. This allows you to track the service easily. 

     

    Let's use another custom template to identify if the one you've previously used is damaged. I'm here to assist you on how to add one. 

     

    Here's how:

     

    1. Navigate to the Gear icon at the top and choose Custom form styles.
    2. Click the New style drop-down and select Sales receipt.
    3. Give your template a name.
    4. Head to the Content tab and select the information you wish to appear on the entry and make sure to include the Description option. 
    5.  Tap the Done button for the changes to take effect. 

     

    Next, enter a sales receipt and use the newly created template. If you continue to get the same result, I recommend contacting our QuickBooks Online (QBO) Care Team. They can go over the setup of the sales form. Then, walk you through the process of how to implement the permanent solution. 

     

    I've added an article that covers the process of personalizing the layout of the sales forms and other information: Customize invoices, estimates, and sales receipts.

     

    Furthermore, these resources will also guide you on how to schedule sales receipts and accept payments:

     

     

    Reach out to me again if you have other sales-related concerns or questions. I'll get back to make sure you're taken care of. 

    L
    LCBPOAAuthor
    August 19, 2023

    I did that, the attachment is the template, looks awesome, the receipt when printed after a sale is blank as far as description goes.

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