Easily Replace Initials Field from the Sales Receipt

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How to Replace Initials Field from the Sales Receipt

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hey there folks Peter here with Blackrock business and Im super excited that you here today because Im going to fulfill a request from our Facebook group to do a video on customizing your receipt so if youre not in the Facebook group yet you can certainly request videos over there go ahead and click in the link down in the description below and you get over to the Facebook group you can ask questions talk about errors or workflows or whatever you want to know about QuickBooks point-of-sale people such as me and other point-of-sale users will be there to answer your questions and if youre on youtube today going ahead and hit subscribe and get all the latest videos coming at you all the time okay so somebody really wanted to know exactly how to you know edit or customize their receipt so were gonna go right into the print designer and show you exactly how to do that first I am going to point out that if you go on the file menu and you head to the set up interview this first tab righ

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How do I link a receipt to a transaction in QuickBooks?

Attach receipts to existing transactions in QuickBooks Go to the Transactions menu. If youre on an Android phone or tablet, select the menu ☰ icon and then Transactions. Find and select the transaction you want to attach the receipt to. Select browse or Attach receipt. Select an image and then select Save.

How do I receive a payment from a sales receipt in QuickBooks?

From the QuickBooks Home page or the Customers menu, select Receive Payment. In the Received From drop-down, select the customers name. Enter the Amount received. Make sure the date is correct, then choose the Payment method.

How do I change sales receipt template in QuickBooks?

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 do I convert an invoice to a sales receipt in QuickBooks online?

Customize invoices, estimates, and sales receipts in QuickBooks Online. Common custom reports in QuickBooks Online.Let me show you how: Go to the +New button and click Sales receipt. Select the customers name and the needed sales information. Click Save and new instead of Save and close.

How do I customize a sales receipt in QuickBooks?

Heres how to edit the information. In the QuickBooks Online mobile app, tap Menu ☰. Select the ALL tab. In the Money in section, select Sales receipts or Invoice payments. Select the sales receipt or invoice payment that you want to edit. Select Edit ✎. Make changes, then select Save.

How do I apply a payment to a sales receipt in QuickBooks desktop?

1:13 3:55 How to record sales receipts in QuickBooks Desktop - YouTube YouTube Start of suggested clip End of suggested clip Make sure to enter the customers. Name in the customer. Job. Field. If you do select a customer youMoreMake sure to enter the customers. Name in the customer. Job. Field. If you do select a customer you see information such as their address populated on the sales. Receipt.

How do I change a sales receipt to a payment in QuickBooks?

In the Money in section, select Sales receipts or Invoice payments. Select the sales receipt or invoice payment that you want to edit. Select Edit ✎. Make changes, then select Save.

How do I link a sales receipt to a payment in QuickBooks?

reconciling invoice with a paid sales receipt Go to the +New button. Under the Customers section, pick Invoice. Select the customer from the Customer drop-down box. Go to the Online payments portion. Review the payment options and press Edit if youd like to change them.

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