#Receipts template professional#
#Receipts template series#

You can also set a default payment receipt template for most day-to-day uses. You can configure as many different payment receipt templates as you wish just so long as each one is uniquely named. You can configure multiple payment receipt templates for different purposes.

Configuring Multiple Templates, Setting & Overriding a Default Payment Receipt QuickBooks returns you to the Basic Customization window, if you wish you can preview your form by clicking on the Print Preview button to get a completed view of your new template.

When you are done with your layout design changes, select OK to apply the changes to your payment receipt template. These changes are applied to your payment receipt template in the Layout Designer window as you perform them. The Layout Designer window lets you drag and drop or resize the various data/information fields shown on your payment receipt template. To access Payment Receipt customization, from the QuickBooks Menu bar select Customers, then choose Receive Payments, then select the Formatting tab on the ribbon toolbar, and then choose Customize Data Layout. Customizing Your Payment ReceiptsД®asily customize their payment receipts in essentially the same way they customize other QuickBooks standard forms (like invoices and purchase orders) reducing the time to learn form-customization.

#Receipts template professional#

And because there was only a single payment receipt format, there was no way to configure templates for different payment receipt purposes or set a default template for the most common day-to-day uses.Д«ut for 2021, QuickBooks Desktop offers Customized Payment Receipts that allow business owners to have a consistent, professional look for all of their business communications to customers including payment receipts that conform to their other standardized QuickBooks forms. The standard payment receipts were limited in the data they provided, without much of the information customers or business owners needed, and no way to elaborate on customer payments. QuickBooks users werenвЂ™t able to edit payment receipts to add their Company log or include appropriate fields as they could with the rest of QuickBooks forms (invoices, purchase orders, etc.). Probably one of the features that QuickBooks Users have awaited the longest of any of those delivered in 2021 is вЂCustomize Payments Receipts.вЂ™ When it comes to standardized custom forms within QuickBooks Desktop вЂPayment ReceiptsвЂ™ have always been the вЂoddballвЂ™.

#Receipts template series#

This article is one in a series of individual product features intended to provide additional content to that within our QuickBooks Desktop 2021 product synopsis. Insightful Accountant has been evaluating various pre-release versions of these products for months and has spent hours communicating with Intuit personnel, including product managers and developers, so we can help you learn about the new products.

Intuit recently released QuickBooks 2021 Desktop.