How do I edit the payment receipt that QuickBooks Online sends after I process a customer's credit card payment.

I would like to edit the email message that covers the payment receipt that is sent after I process a customer's credit card payment.  This payment receipt is, of course, different from the Sales Receipt which is easily edited. 

Any help is appreciated.


Answer

Hello there smrco32,

I can certainly guide you on how to edit the email messages that covers your payment receipt.

To do this you’ll need to modify your Sales Receipt template.

Here’s how:

  1. Go to the Gear icon then click the Custom Form Styles.
  2. Click the Edit button if you have an existing sales receipt template or you can click the New Style button if you haven’t.
  3. If you choose to click the New Style button, select Sales receipt.
  4. Select the Emails tab.
  5. Modify the message under Message to customer.
  6. Once finished click Done.

I’ve attached some screenshots below in case you’ll need a visual reference.

Please let me know if you have other questions about QuickBooks. I’ll be here to help. Have a good day!

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IntuitGlenn , Community Support Specialist
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