Payment Receipts - How to change formatting?

Lillie

Hi,

I am wondering if it is possible to change the look/formatting on the payment receipts through reckon hosted?

I have looked at the templates to adjust like the tax invoices but it is not an option.

Rav

Hi Lillie,

I don't believe there is an option to customise payment receipts specifically within the software at this stage unfortunately.

Acctd4

@Lillie What's the specific scenario ? Are these payments on (Accounts Receivable) invoices or over-the-counter/immediate payment-type sales ?

Although it's not currently possible to edit the current "Payment Receipt"-generated document, there are a few workaround options ...

If you're wanting to issue a receipt when a customer has paid an Invoice, you can Duplicate your Invoice template, customise it by calling it a "Receipt" & modifying the fields/columns accordingly for this. Once you've entered their payment, you can then open their original Invoice & change it to this "Receipt" template to send to them.

If these are immediate/over the counter payments (eg not paid later on account), you should use the Sales Receipt form - This is the "sale" (eg invoice) & payment, in one transaction ☺️

Lillie

@Acctd4 Thank you Shaz, it is for card payments over the phone and we generate the payments straight away. I will try the Sales Receipt option :) How do we generate this when inputting the payment instead of a payment receipt?

Acctd4

Hi @Lillie

These are under the Customers dropdown menu > Enter Sales Receipts

TIP: Add this form to your Icon Bar for quicker future access ... With the Sales Receipt open on-screen ...

Click on View along top toolbar then on Add "Enter Sales Receipts" to Icon Bar then click OK. (Give this shortcut a short, relevant name - eg "Ph Rcpt" - so 1) it doesn't take up too much space & 2) it's easily identifiable):

This shortcut will then appear in your Icon bar - You can then click straight on this when on the phone taking a payment/as needed.

You can actually add any window or report shortcut to this area! :

(Keep the Label names short to maximise available space like in this screenshot)

NOTE: Do NOT enter a Tax Invoice as well! The Sales Receipt is instead of the "Tax Invoice + Receive Payment" process - You're just using the ONE (Sales Receipt) form to record both parts (sale + payment)

The Sales Receipt template format is also fully customisable (as per your original question) as it's a form just like the Tax Invoice !

USEFUL TIP: You can easily copy the formatting from one form to another eg to retain logos/layout/default wording etc so if you would like your Sales Receipt to match the format of your Tax Invoice for example, open the Templates list (under the Lists dropdown menu). Right-click on the template you want to copy & click on Duplicate in the pop-up menu then select Sales Receipt as the form type. This creates a Sales Receipt with the same formatting. You can then just tweak it by editing the name/title (eg to "Payment Receipt") & adding/deleting/editing other fields/columns as applicable !!! 😊