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luke-moffattelec
July 7, 2021
Question

How do I create a customer receipt?

  • July 7, 2021
  • 1 reply
  • 0 views
I need to send a customer a receipt of payment. I don’t know how to create one.

1 reply

L
LauraAB
July 8, 2021

Hello luke-moffattelec,

 

Welcome and thanks for joining us in the QuickBooks Community! QuickBooks Online has many features to ensure not only that you have balanced books, but also that you have effective communication with your customers. Being able to send a receipt of payment is one of the features you can take advantage of, and I'd be happy to show you how it's done.

 

When you want to send a receipt of payment to your customer, the first thing to consider is whether you're working with an invoice or a sales receipt. An invoice is a two-step transaction with the initial invoice to your customer and then the recording of the payment received at a later time. A sales receipt is for transactions where the exchange of funds happened at the same time as your customer received the product or service.

 

If you're working with an invoice and have recorded the invoice payment, the transaction you created through the Receive payment feature can be sent to your customer via email or printed out if you'd like to give them a physical copy. To do this, simply select Save and send on the form or the Print option at the bottom of the screen. This creates a Payment Receipt for the customer.

 

For a sales receipt, it's even simpler. When working with a sales receipt, all you need to do is hit Save and send or Print and Preview at the bottom of that same transaction window to get a copy to or for your customer.

 

Pretty easy once you know the options, right? All the same, if you'd still like clarification about anything I've mentioned, just leave a reply on this thread, and I can go over this in further detail.

 

I hope you enjoy your day. :)

S
SMcD
July 11, 2022

Is there a way to change the fields that populate on a customer receipt? I'd like it to show the payment method on the customers receipt.  Also, where do I access to change the message that is sent in the email? Thanks for your help!

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Alex M
July 11, 2022

Hi there SMcD,

 

It's vital that all your transactions contain the right information so they know about their purchases. QuickBooks Online is a great tool able to help you with creating as well as sending invoices and receipts to your customers so you know which services you're providing to them. I can point you in the right direction to edit the appearance of the invoices and sales receipts.

 

In order to edit the information seen on a sales receipt, navigate to the Gear icon, then Custom form styles. Select the style for Sales receipt or default style to be able to edit it, or you can create a new Sales receipt form style by clicking New. You can edit the content by going to the Content section, but you can also edit the message sent by default by clicking on the Message section.

 

If you have any other questions, feel free to reach out here.

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