Delete Mark to the Payment Receipt Template

Aug 6th, 2022
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How to Delete Mark to the Payment Receipt Template

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Scott Meister here with another QuickBooks Tip. In this video youll see how to remove the paid stamp from a paid invoice. So, lets see how its done. As you can see the print preview shows the paid stamp on this paid invoice. To remove it from this invoice well need to change the invoice template. Click lists on the Menu bar and select templates. Once the list of templates displays, double click the desired template. Under the Company and Transaction information section, uncheck the Print Status Stamp Checkbox and click the OK button. Jumping back to the print preview of our invoice you see that the Paid stamp no longer exists. Thats it for this QuickBooks tip. Make sure to give this video a like and post your comments and questions below. Also subscribe to our YouTube channel and visit our website for more QuickBooks info. Thanks for watching!

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Heres how. From the Home screen, select Sales History. Select the Sales Receipt you want to edit. Select I Want to, then select Change/Edit Customer. Select the Enter customer name or phone dropdown, then select the customer to apply the receipt to. Select OK.
You can select a different template for specific transactions directly from the form: Create or open an existing invoice, sales receipt, or estimate. Select Customize in the footer. Select a custom template from the list. Select Save and close.
On the QuickBooks Home screen or the Customers menu, go to Create Sales Receipts/Enter Sales Receipts. From the Customer: Job drop-down, select a customer or job. If the customer is not on the list yet, you can click Add New. Fill in the relevant information at the top of the form like the Date and Sale No.
Go to Bookkeeping, select Transactions, then select All Sales (Take me there). Filter the type of transaction for Money received, then select Apply. Select the payment you want to undo. Select More, then Delete. The payment has been deleted.
How to delete invoice templates in QB desktop 2020 Go to Lists from the top menu. Select Templates. Right-click the invoice template you want to delete. Choose Delete Template. Click OK to confirm the deletion. Repeat the process for your other templates.
You can select a different template for specific transactions directly from the form: Create or open an existing invoice, sales receipt, or estimate. Select Customize in the footer. Select a custom template from the list. Select Save and close.
How to customize form templates. Select the type of form youd like to customize. From the form, select the Formatting tab then select Manage Templates. Select a template to preview, then select Copy to create a new template or select OK to edit the template.
Heres how: Go to the Gear icon in the upper right corner. Select Custom Form Styles under Your Company. Click the Edit button of the template your using. Select Content and tap the pencil icon. Click Show more activity options. Uncheck the box beside Show markup on billable expenses.

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