Dear All Firstly, @ Lubos - thank you for making this excellent software available free of charge for us desktop users. I should preface the following inquiry by saying I have no understanding of coding, or the ability to create custom templates. So please bare with. I also apologise if I have mis…

[image] tomato: I have no understanding of coding, or the ability to create custom templates. None is required for what you want. [image] tomato: My receipts are however not so fine - they appear as a bare ‘receipt’ recording the payment against an invoice # but without the client name a…

I understand. Is there any way to: include the customers address under their name include by “Payment” the name of the (in my case client) that appears in the Invoice? The purpose is to a) appear more professional and b) save the customer from manually searching invoice numbers to allocate…

Your questions are not clear. If you are referring to a receipt, no. If you’re referring to using the paid invoice as a receipt, it’s already there. By “Payment” where? On what form? This is the first time you’ve introduced a payment. So far, you’ve been addressing receipts. [image] toma…

[image] Tut: Your questions are not clear. If you are referring to a receipt, no. If you’re referring to using the paid invoice as a receipt, it’s already there. By “Payment” where? On what form? This is the first time you’ve introduced a payment. So far, you’ve been addressing receipts. Ap…

[image] tomato: And I have to rename it. No, you don’t. The fact that the invoice number is the same, the content is the same, and the mini-statement at the bottom shows receipts and a reduced or zero balance due makes the purpose of the copy obvious. So will the Paid in Full stamp. You are n…

I found what I was looking for: the ability to change the title "Invoice’ to a custom title (eg “Receipt”) via Edit. In case anyone else was looking. @Tut - I’m sorry - did you address this with me. I may have missed it.

[image] tomato: when I receipt monies against sales invoices GST is not automatically allocated/highlighted, And nor should it. GST is a component of the sales invoice, and is not a component of the receipt. The receipt is just a payment against the total of the sales invoice. [image] tom…

[image] tomato: I found what I was looking for: the ability to change the title "Invoice’ to a custom title (eg “Receipt”) via Edit…. @Tut - I’m sorry - did you address this with me. I may have missed it. Yes, I addressed it several ways, all telling you it was unnecessary and a bad idea. So I…

[image] Tut: Yes, I addressed it several ways, all telling you it was unnecessary and a bad idea. So I specifically did not point you toward the Guide about changing titles. Noted. Thanks. But I am doing it anyway. [image] Brucanna: Why do you have the GST tax code selected for Receipts …

[image] tomato: Errrr - because all the money paid to me include GST. Money received is not subject to tax. Items purchased or sold are subject to tax (buyer paying tax to seller). Since you are issuing sales invoices, the tax is applied on the sales invoice. As @Brucanna and I have both told…

Changing Receipt fields, adding client details + description of work etc

Patch July 30, 2020, 6:13am 13

I suspect what you actually need is for this idea to be implemented

Topic		Replies	Views
Quote - Invoice - Receipt Streamlining Suggestion	9	1251	June 13, 2017
Receipt and Invoice	16	8157	June 16, 2016
Improvement to payment and receipt forms	85	8312	September 7, 2020
Invoice description on receipts	16	996	March 7, 2019
Consider receipt and payment issue	3	678	December 26, 2019

Changing Receipt fields, adding client details + description of work etc

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