Modify your QuickBooks payment receipt template directly in the settings to match your business needs. Navigate to Settings > Custom Form Styles and select an existing template or create a new one. Adjust the layout, add your company logo, and customize fields to ensure every receipt reflects your brand.
Use the Design tab to change fonts, colors, and alignment. The Content section allows you to edit header details, payment information, and footer notes. For more flexibility, enable the Custom Transaction Numbers option under sales settings.
If additional modifications are required, QuickBooks supports third-party apps that provide advanced template customization. Exporting receipts as PDFs for external editing is another option when built-in tools are not enough. Once changes are made, preview the template and save it for future use.
Change the Payment Receipt Template for QuickBooks
Customize the payment receipt template in QuickBooks by adjusting the layout, adding a logo, or modifying the included details. Follow these steps to make changes quickly:
- Access the Template Settings: Open QuickBooks, go to the Gear icon, and select Custom Form Styles.
- Choose an Existing Template: Locate the payment receipt template and click Edit. If you prefer a new design, select New Style and choose Receipts.
- Modify Fields: Adjust the header, add or remove sections, and update payment details as needed.
- Upload a Logo: Click Logo, select an image file, and position it within the template.
- Adjust Fonts and Colors: Use the Design tab to change fonts, text size, and color scheme for a more professional look.
- Preview and Save: Click Preview to review the updated template. If everything looks correct, select Save and apply it to future receipts.
To ensure consistency, test the new template by creating a sample receipt and verifying the format before sending it to customers.
Locate and Access the Template Editor
Open QuickBooks and navigate to the gear icon in the upper-right corner. Select Custom Form Styles under the “Your Company” section.
Find the Payment Receipt Template
In the template list, locate the one labeled for payment receipts. If it’s not visible, use the search bar or filter options to narrow down the results.
Edit the Template
Click the Edit button next to the template. This opens the customization panel, where you can modify the layout, fields, and design. Adjust sections as needed, then select Done to save changes.
Modify Fields, Layout, and Branding
Customize the payment receipt template by adjusting fields, layout, and branding directly in QuickBooks. Open the Custom Form Styles section under Settings and select the template you want to edit. Modify the available fields by enabling or disabling elements such as transaction details, customer information, and payment methods.
Adjust Layout and Spacing
Use the Design tab to rearrange elements for a cleaner look. Adjust margins, alignment, and font sizes to enhance readability. If certain details are unnecessary, remove them to streamline the document.
Apply Branding Elements
In the Logo & Colors section, upload a custom logo and select brand colors to match your business identity. Choose a professional font and background style to create a polished appearance. Preview the changes before saving to ensure consistency.
Once satisfied, save the template and set it as the default for payment receipts. Every issued receipt will now reflect your modifications without additional adjustments.
Save, Test, and Apply the Updated Template
Click File > Save As to store the customized template with a distinct name. Avoid overwriting the default template to keep a backup.
Open QuickBooks, go to Lists > Templates, and locate the saved file. Click Use to preview the layout. Verify that all placeholders, formatting, and company details appear correctly.
Generate a sample receipt by selecting Customers > Create Sales Receipt. Pick the new template from the dropdown and enter test data. Print or export the file to confirm alignment, fonts, and spacing.
If adjustments are needed, return to the template editor, make changes, and re-save. Repeat testing until the format meets expectations.
Once satisfied, set the new template as the default by selecting it in Templates and clicking Make Default. All future receipts will now use the updated design.
