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April 9, 2024
Question

How can I change the formatting/layout of a sales receipt and recurring sales receipt? Formatting the the coloumn widths

  • April 9, 2024
  • 1 reply
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1 reply

DivinaMercy_N
April 9, 2024

I'll guide you in changing the layout of your sales receipts, Danielle. 

 

To do so, you simply need to create a new template (or edit the existing one) for the sales receipts. Once done, apply it to the recurring transaction. Please know that some changes made to the template will only show when you email and print the form (such as the color, font, etc.).

 

Here's how:

 

  1. Select the Gear icon and choose Custom form styles.
  2. Click New style and choose Sales receipt.
  3. Enter the name of this template in the name field under the Design tab.
  4. Next, go to the Content column to change the layout of the column widths.
  5. From there, select Edit labels and widths. This will let you adjust the widths of the columns.
  6. Then, you can also drag the column titles to change the arrangement.
  7. Perform other changes you want to make.
  8. When finished, select Done.

 

For additional guidance, read this article: Customize invoices, estimates, and sales receipts in QuickBooks Online. 

 

After that, ensure you select this template whenever making a recurring sales receipt. Follow the steps below:

 

  1. Click the +New menu and choose Sales receipts.
  2. Fill in the needed fields.
  3. Next, click the Customize option.
  4. From there, choose the template you created earlier.
  5. Then, click the Make recurring option.
  6. Enter the information needed.
  7. When done, select the Save template to finish the setup.

 

In case you need to track those customers that have outstanding balances and the amount due, you can run an aging report in QBO. For detailed instructions, check out this link: Run an accounts receivable aging report.

 

I'm always here ready to lend a hand if you have other concerns customizing your sales receipts. Please don't hesitate to leave a reply below. Have a good one.