Change The Payment Receipt Template For Quickbooks

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Step 1.

Change the payment receipt template for quickbooks. You will be required to complete the following screens inside your QuickBooks merchant account. Open the QuickBooks POS application and login with the administrator password if you havent set an administrator password upon launching you would be taken right in to the home layout. How do I change the sales receipt template in QuickBooks.

Clicking the customers name will open the Sales Receipt window and here you can modify the payment. Template element refers to one of the templates from QuickBooks company. Click the Templates menu in the lower left corner.

Click file tools Print Designer. Click Edit Payment receipts email. When you receive full payment for a product or service at the time of the sale the correct form to use in QuickBooks is the Sales Receipt.

Then fill in the item code and the rest of the information will auto-populate like your receipt. Then name this recurring payment. Shown in figure 1.

You will want to search your customer list and connect an existing customer. When finished click Save and Yes to complete the changes. To customize your template you can double-click on a pre-defined template and reduce it accordingly.

Type information about the item receipt in the text box. Now you need to click on Filter and choose the Type as a sales receipt and then you need to click on apply. When a customer pays you on the spot you can create a sales receipt.

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