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.


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!

Was this answer helpful? Yes No
IntuitGlenn , Community Support Specialist
Employee SuperUser

No answers have been posted

More Actions

People come to QuickBooks Learn & Support for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:

  1. Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
  2. Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold.
  3. Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link.
  4. Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome.
  5. Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.

Select a file to attach:

Qb community
Looking for advice from other business owners?

Visit our QuickBooks Community site.