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P
president-hemath
February 9, 2023
Question

Can I change name of Sales Receipt to Donation Receipt?

  • February 9, 2023
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

M
Mich_S
February 10, 2023

Hi there, president. 

 

Yes, you can change the label from Sales Receipt to Donation Receipt in QuickBooks Online. I'd be glad to walk you through the process.

 

Customizing the Sales receipt form allows you to modify its details. Simply go to the Custom form styles page and edit the content from there. Let me show you how:

 

  1. Go to the Gear icon.
  2. Under Your company, click on Custom form styles.
  3. If you want to use an existing style, click on Edit. Otherwise, click on the New style drop-down from the upper-right hand.
  4. Select the Content tab.
  5. Click on the Header.
  6. Under Forms, check the box for Form names and enter Donor Receipt from the Sales receipt box.
  7. Make other changes, if needed.
  8. Once done, click on Done.

 

You should now see the label as how you want it to appear on the form. Here's a screenshot you can refer to for visual reference.

 

 

Additionally, ensure to select the style as the default so that the correct label appears each time you create a sales receipt.

 

Lastly, browse through this extra guide to find out how you can get a copy of the form: Download and save sales forms and statements in QuickBooks Online.

 

It's always my pleasure to be of help. Feel free to comment back if you have other concerns with sales receipts or QuickBooks. Enjoy the rest of the week and take care!

    N
    Non-Profit User
    November 20, 2023

    Is there any way to not have "Balance Due" at the bottom since this is confusing to our donors? We used to be able to customize a thank you message for their contribution.

    G
    GlinetteC
    November 20, 2023

    Hi there, Non-Profit User.

     

    I see the importance of removing the Balance Due at the bottom of your receipt. I'm here to assist in achieving your goal on this matter.

     

    In QuickBooks Online, the Balance Due helps in tracking the amount of money that is yet to be received and managing the accounts receivable of the business or organization. Removing them is unavailable in QBO.

     

    As a workaround, you can download the Sales/Donation receipt as a PDF and edit it outside QuickBooks to remove the balance due.

     

    You can refer to this article on ways to add details to your sales forms that matter to you: Customize your form in QuickBooks Online.

     

    If there's anything else I can help you with about managing receipts or other concerns, post a reply below. I'm here to assist. Take care always. 

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