Email or print a customized receipt

Edit a custom (DOCX) branding theme to customize receipts you send to your customers. For example, you can change the font, add a barcode or edit and delete column heading.

About the receipt template

  • It's a dual-purpose template. Your printed invoice shows as an invoice until you full payment is recorded. After full payment is recorded, you can print it as a receipt.
  • The receipt template only prints with full payments, not part payments.
  • A custom branding theme lets you change how your receipt looks. For example, you can add extra customer details, discount information and change the font.
  • The receipt links in individual account transactions with the standard branding theme (unbranded receipts).
  • You can only print or send a receipt with a custom branding theme from the Paid invoices tab.
If you use a standard theme instead, you can acknowledge a customer's payment by sending a receipt after applying the payment, customer statement or copy of the paid invoice.

Edit your custom branding theme for receipts

To edit your current branding theme, copy the custom (DOCX) receipt formulas and paste them into your invoice template.

Copy the receipt formulas and paste into your invoice template

  1. Download the receipt template (DOCX, 27KB).
  2. Go to Settings > General Settings > Invoice Settings.
  3. Next to the custom branding theme you want to edit, download and open the invoice template.
  4. On the receipt template, highlight the 0.00 at the top of the page and Copy.
  5. Receipt highlight and copy the top 0.00

  6. On the invoice template, highlight the <<INVOICETITLE>> field and Paste.
  7. Right-click and select Toggle Field Codes. Check the formula looks like this:
  8. Receipt docx formula

  9. Go back to the receipt template, highlight the 0.00 under the currency conversion table and Copy.
  10. Receipt template right clicking on the 0.00

  11. On the invoice template, paste the 0.00 above Due Date: <<InvoiceDueDate>>.
  12. Right-click and select Toggle Field Codes. Check the formula looks like this:
  13. Receipt formula for thank you message

    Change the default 'Payment Received - Thank You' message to a customized one if you want to.

  14. Save.

Upload the edited template as your branding theme and generate a receipt

  1. Go to Settings > General Settings > Invoice Settings.
  2. Next to your branding theme, click Upload.
  3. Under Invoice, click Browse and select your edited template.
  4. Click Upload.
  5. Go Accounts > Sales > Paid tab.
  6. Check the box next to your paid invoice.
  7. Click Print.

Example of receipt for a paid sales invoice with a customized thank you message:

Receipt template showing payment received

Add a custom branding theme and upload our receipt template to it

To create receipts in the future for paid invoices, upload our receipt template as a new custom (DOCX) branding theme and apply the theme to invoices.

Download the receipt template and customize the thank you message

  1. Download the receipt template (DOCX, 27KB)
  2. On the template, right-click on the 0.00 below the currency conversion table.
  3. Receipt template right clicking on the 0.00

  4. Select Toggle Field Codes.
  5. Select Toggle Field Codes

  6. Change the default 'Payment Received - Thank You' message to a customized one.
  7. Receipt template default thank you message

  8. Click Save.

If you want to make changes, like adding your logo, do this now.

Upload the receipt template to your branding theme

  1. Go to Settings > General Settings > Invoice Settings.
  2. Click the + New Branding Theme drop-down and select Custom .docx.
  3. Name your branding theme. For example, you could call it 'Receipt branding theme'.
  4. Click OK.
  5. Next to your branding theme, click Upload.
  6. Under Invoice, click Browse and select your receipt template.
  7. Click Upload.