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aandsls
November 14, 2019
Question

How do I make a credit card receipt and email to the customer?

  • November 14, 2019
  • 2 replies
  • 0 views
I've already taken the Visa payment over the telephone. Customer wants the receipt emailed to her.

2 replies

P
plung
November 14, 2019

go to menu Customers > Enter Sales Receipt

IntuitLily
IntuitLily
November 14, 2019

Welcome to the Community, @aandsls.

 

As mentioned by plung, you can use the Sales Receipt feature in Desktop to print or email customer receipts for credit card charges. 

 

If you have an active QuickBooks Merchant account, a confirmation page displays once the payment is processed. You can then print or email the transaction.

 

Here's how to make and email a credit card receipt in QuickBooks Desktop:

 

  1. Go to Customers menu and select Enter Sales Receipts.
  2. Enter all the necessary details.
  3. Click the Credit Debit tab to enter the card information. Then hit Done when finished.
  4. Once you're done, click the arrow down for the Email tab and select Sales Receipt.
  5. Enter your customer's email address and click OK.
  6. You can then click Save & Close after the process.

 

Leave a reply in the comment section if you need anything else. I'm more than happy to help. Take care!

C
CaseyHart
January 23, 2020

Sorry, this didn't work for me.  I had already entered the payment, so I could not create the receipt from the sales receipt window.  How do I send a receipt for a credit card payment already recorded?

KlentB
KlentB
March 4, 2020

I'll help you print the credit card receipt, KellyM19. 

 

If you've received a payment for an invoice, we can go to the Receive Payment page to print the receipt. I'll guide you how:

 

  1. Select Sales from the sidebar menu.
  2. Click the Invoices tab.
  3. Locate the invoice, then click it.
  4. Under PAYMENT STATUS, hit the payment made link.
  5. Select the appropriate payment.
  6. In the receive payment page, click Print at the bottom of the page.
  7. Hit the Print icon to complete the process.

If you've entered it as a sales receipt, we can go to the Sales menu to print it. You can follow the steps that I've listed below:

 

  1. Select Sales from the sidebar menu.
  2. Click the All Sales tab.
  3. Locate the sales receipt.
  4. In the ACTION column, click the Print link.
  5. Hit the Print icon to complete the process.

There you have it. If you want to personalize your and add the info that matters the most to your business in your sales forms, you can refer to this link to be guided in doing it: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Do you have other questions in mind? Please leave a comment below and I'll make sure to get back to you as quickly as I can.

K
KellyM19
March 4, 2020

I have been able to print that "receipt", but my customers can not use this as an actual receipt for credit cards. That receipt is hard to understand and supplies very little information, such as how they paid. 

    C
    ColleenS
    March 5, 2020

    I have the same issue - I need to have the last 4 digits of the CC number on the receipt.

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