Question

Payment Method field in Receipts is blank

Forum|Forum|3 years ago
July 3, 2023
2 replies
0 views

Hi, all.

I'm not too sure if this is the right place, but I need help with our receipt forms.

When we want to print a receipt, the preview window would display the receipt with all details expect for the payment method, which would be blank. Double checking the payment screen itself the payment method would show that it is populated with the method chosen (ie. credit card).

I've looked everywhere and couldn't find any solution to this. QB chat support team is no help at all, just saying "the engineering team is currently working on it" every time I follow-up with them.

I'm not sure if this is an ongoing issue or maybe there's just a simple solution, but we're at our wits' end trying to figure this out. I do hope someone from here can help up sort this out.

Thanks in advance to anyone who can help.

QuickBooks Online

L

LeizylM

Hi there, HB-Glenn.

I've got the steps you need to know about printing payment methods on Sales receipts in QuickBooks Online (QBO).

You have the option to create a custom form style to show the payment method on your sales receipt in QuickBooks. Here's how:

Go to the Gear icon.
Choose Custom Form Styles under Your Company.
Select Sales receipt from the dropdown arrow under New style.
Click the Content tab.
Select the Pencil Icon on the Header Portion of the sample Sales Receipt.
Go to the Display section and mark the Payment Method tick box.
Click Done.

Once done, you'll now be able to see the payment method for printing your sales receipt.

I've added this article for more information about customizing invoices in QBO: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Keep your post coming if you need more assistance managing sales forms. I'm always here to help. Have a great day!

H

HB-GlennAuthor

Hi LeizylM,

Thanks for responding. I tried the steps and saw that the payment method box is already ticked to I did not touch that. However, checking the preview of the sales receipt, it still shows that the payment method field is still blank.

if you have anything else we can try, please let me know. Thanks in advance.

JessT

Hi HB-Glenn,

Thank you for trying the steps my colleague has shared to resolve the blank payment method on your sales receipt form.

I'll guide you with some browser troubleshooting steps to check if this has something to do with your cached data. However, you can skip this process if you've already performed it with our Chat Support team, and contact them again to make a follow-up instead.

We can start by signing in to QBO using a private browser. This step prevents the browser from re-using the temporary internet files in the cache that may have been misconfigured, corrupted, or outdated.

Shortcut keys to open a private browser:

For Chrome, Ctrl + Shift + P.
For MS Edge, hold Ctrl + Shift + P.
For Safari, Shift + ⌘ + N

If you can see the payment method while browsing privately, you can open your regular browser and clear the cache. You can use a different browser if you get the same result.

Let me know if you need more assistance showing the payment method on your sales receipt. I'm just right here to continue helping you.

E

Elton2

I am also having this problem. Simply, with the "payment method" check box ticked the payment method(cash, credit, or debit) doesn't show on the sales receipt.
This is an ongoing problem. I have also contacted the support team to no avail.

L

LVR68

Is anyone else having this issue. The primary payment method is no longer populating. When I type, it will show up but will not save. I've tried everything to get it back and have run out of options. I feel like QB might be a dying company as they no longer have any way to chat online and the AI assistant route is terrible. The # for SALES is front and centre but HELP? not so much.

L

LollyNino_C

Thank you for posting here in the community and bringing this matter to our attention, @LVR68. I wouldn't want you to go through this kind of event.

We've received similar cases or reports about the issue. I recommend contacting our support so they can add you to the affected users. Please be assured that our software engineers are working diligently to provide a resolution, and we'll keep you updated via email.

Here's how:

Sign in to your QuickBooks Online company.
Click the Help (?) icon.
On the Assistant tab, enter Talk to a human.
Enter a short description of your concern and press Enter.
Select Contact Us to connect with a live support agent.
Choose how you'll want to get in touch with the support.

Start a chat with a support expert.
Get a callback from the next available expert.

Please ensure to review their support hours to know when agents are available. This way, you can contact them at a time that is convenient for you.

For now, you can access your account using a private browser. This doesn't save your site data and visited pages. You can press the following keys to access this mode:

Safari: Command + Shift + N
Google Chrome: CTRL + Shift + N
Mozilla Firefox or Microsoft Edge: CTRL + Shift + H

If you're able to change your team member's email address, let's go back to your regular browser and clear the cache to delete the junk files. If the same thing happens, we can use other supported browsers in the meantime, so you can get to your tasks.

In addition, I've added an article that'll help you personalize the appearance and layout of sales forms so you can add the info that matters most to your business: Customize Invoices, Estimates, and Sales Receipts.

Please keep us posted if you have other questions or concerns about managing payment methods on sales receipts, don't hesitate to reply below. I'll be happy to help you out. Have a great day!

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