QuickBooks Point of Sale is undoubtedly best retail accounting software available in the market. It helps you manage your cash flow and process credit or debit card payments. It comes with so many important features that makes managing your business much easier and affective. With QuickBooks Point of Sale, you can also customize receipts. You can easily use a sales receipt after the customer does complete payment for the item or service you have provided. This article will help you with the process to customize receipt in QuickBooks POS.
You Can Use And Customize The Form Templates
On the basic customization window, you will be able to perform basic customization in the receipt such as formats/templates. This can be done by two different ways and they are as follow:
- From the List menu of QuickBooks, go to Templates and then double-click on the template you wish to customize.
- From the transaction form, go to Formatting option and then click on Manage Templates
Manage Templates: After selecting this option, you will be redirected to window that will show the formats or templates list for a particular form. You have the option to duplicate, remove or download any template. You can also rename your format as well.
Include your logo: Click on the Use Logo dialog box if you want your company logo to display on the receipt and other forms or invoices. If the logo is already added to the form, you can change it as well by selecting the Select Logo option. To get best results, you should be attaching the logo in 1:1 ratio. Make sure to use .jpeg file extension for your company file.
Change colors and fonts: This section allows you to make modifications to the fonts and colors in several sections such as Company Name, Data, Labels, etc.
The company and transaction information section allows you to select contact information that you will be showing on the receipt. You have the option to make modifications in the contact information. For this, you need to select the Update Information and then click on Layout Designer.
Extra Customization: This option takes you to the window where header, columns and footer can be added or removed before printing them. Make sure to add a catchy title for each header, footer, and column. Once you are done, you can choose to print the form as well by clicking on the Print option.
Template Designer: You need to go to the Layout or Template Designer if you have selected to add or remove columns/header from the existing Layout. With Format Designer, you can easily move or resize information on the template.
Print Preview: On the right side of the window, you are shown the preview of your form. You need to click on Print Preview option to see how your form would look like after printing.
- Copy or create a duplicate of your form template.
- This feature allows you to apply the same format and design on other layout types as well.
- From the Lists menu, select Templates.
- Select the Template you want to customize and then click on Duplicate from the drop-down options.
- Select a form type for this layout and then click on OK.
- You can now use the Duplicate copy of the template with the form you created. You need to assign a different name and title to the duplicate form.
The provided steps should be helpful for you in understanding the concept of customizing receipt in QuickBooks Point of Sale. These steps will also help you to create a duplicate of your receipts and forms. However, if you are in any kind of confusion or you want any help, you can connect with us through our QuickBooks Support Phone Number +1-866-701-7446 toll-free and get your issues resolved instantly.