Quickbooks payment receipt template. Quickbooks displays the select template type window. 2 click the templates menu button and then choose new. This involves creating a sales receipt template for each day during which you received at least one cash payment from a customer.
Quickbooks desktop allows you to customize invoices and other forms such as credit memo sales receipt po statement estimate and sales order. Click the templates button and select import from the drop down menu. At this time the option to customize payment receipts is unavailable.
You dont want your customers to have to guess at when payment is due custom. Navigate to the location where you saved the downloaded template select the template and click open. Customizing forms and writing quickbooks letters creating new templates to create a new invoice template.
You can set payment terms and due dates that will show up on all invoices. The custom fields section will only be applicable if you have created custom fields in quickbooks. The following are the options available in this window.
If you are using a merchant service with a receipt printer and pos system you can use the processed payment receipt window when a credit card transaction gets approved. 1 from the lists menu choose templates. Return to quickbooks and open the templates window from the lists templates menu.