Misty Walls 2 years ago
Customizing sales receipts
I;m using quickbooks online and I need several different sales receipts. One for items checked in with the amount they paid and another for items that are bought from the store.
I need to be able to put different footers on each one..
eg: Items checked in has our check in policy
Store sales would need our return and warranty policies.
Right now when I customize the footer it changes it on ALL the different sales receipts i have saved1 Reply
Crystalynn SheltonModerator2 years ago
Hi Misty, thanks for reaching out. You need to create a couple of custom sales receipt templates that include the footer that you want. After you have created the templates, you can make one of them a default template (go with the one that you use the most often). Then whenever you want to use the other template you can just select it when you go in to create a sales receipt for your customer.
Here are the steps to create the two sales receipt templates:
Step 1 – Go to Settings
Step 2 – Select Custom Form Styles
Step 3 – Select New Style and then Sales Receipt from the drop down
Step 4 – Make your font and other style selections
Step 5 – On the left hand side you should see the Footer box. Type in the the first custom footer and give the template a name to save it.
Complete the above steps to set up custom template #2.
Here are the steps to selecting the template when you create a sales receipt for a customer:
Step 1 – Go to the Sales receipt window
Step 2 – Look at the very bottom of the screen for a button that says “Customize”. It should be to the right of the Make Recurring button.
Step 3 – Select one of the custom sales receipt templates that you created.
Step 4 – Proceed to complete the other fields of info on the sales receipt and save it.
All the Best-
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