Create a Custom Receipt Template for Healthcare with Ease

Custom receipt template for Healthcare

quickbooks pro desktop 2021 sales receipt template download and customize let's get into it with intuits quickbooks pro desktop 2021. here we are in our test template file we currently have the open windows open you can open the open windows by going to the view drop-down selecting the open windows list we've been taking a look at the customization for the resales receipt template the sales receipt being the type of form that will be there if you have work done at the same point in time that cash or other form of payment has been received a form that may then go to the customer and therefore you might want some customization with it so we're going to go to the lists drop down up top we're going to go down to the templates and we take we took a look last time at customizing the sales receipt in this new sales receipt template form remember when you do customize these forms you have a few different options one uh you can customize or copy the current form that you are using duplicate it by hitting the drop down and saying duplicate the form then you can adjust that form or you can create a new form from scratch hitting the the rise up and say a new form or you can download a template that has already been adjusted and then make some tweaks to it make some minor changes in order to customize it towards your company file so let's take a look at that now so we're going to go to the templates rise up here and we want to say that we want to download a template so download templates and then we have our list of forms on the left hand side we want to look at the sales receipt so we're going to go on down to the sales receipt down below and here we have some standard sales receipts now note that you also want to just keep in mind that you you have the donation up top and if you're a not-for-profit organization you might use this option up top in terms of the donation the standard donation on the right hand side is the one we'd be taking a look at here if i was to download that form for example and say open that form this is a fairly basic type of template for a donation so you can you can use this and start to standardize it from there so there's notice it has donation basically up top and it's a nice really clean type of form that you can have here now obviously with a donation you don't need a whole lot if you're not for profit and there's a donation involved there's not typically a whole not a whole lot going on in the description you don't need probably a lot of the space down below possibly and you might have more information then to give a thank you for the donation or possibly put more information in like a personalized type of letter format so if i was going to add this one if i was to say ok and add that one to my templates and then i go on over to my templates here then we should have the donation form which is going to be this item the qb standard donation form so if i double click on that then you've got your donation form here and like you said you can then use your standard type of formatting within this setup in order to tweak this and make it basically your own so you have the same kind of information we looked at in the prior for the basic formatting company name company title you can adjust the name and title basically up top as you choose you've got the additional customization fields that that you can have for the headers and you can you can adjust these for the screen and print and then adjust the title you can still adjust the columns for this customized form even though it is customized notice there's a lot limited here due to the fact that it's a donation form and therefore we we may not need in that case quantity and rate and so on and so forth because that it might be a voluntary donation of whatever amount is there although we might have set amounts so you may need those fields and you might might want to rename them and then we have the printing option and so on and so forth if we want to customize this more with the designer layout then you can take this one and take that basic layout and and do some further designing to it possibly putting some custom messaging and branding in to the to the donation uh form you might make it more of like a thank you type of letter as well as a a receipt of the donation so we're gonna close that one back out let's take a look at it on the forms i'm going to say okay no adjustments have been made so it's a qb standard donation if i go to the home page then and if we're in the not for profit then we can select this item and we can use it basically as the not for profit by selecting the qb standard donation form and it even changes it up top so so the layout is going to be changed up top here and then when you print it we're going to go to the print and we're going to say that we want to preview that there we have our our donation form our standard template now obviously you can do the same thing for if you're not a not-for-profit i'm going to close this back out and you can you can customize your templates over here as well so we can go to the templates layout and then i'm going to say let's do another one templates and let's go ahead and download the template and we want the sales receipt type of form so we'll go down to the sales receipt now if you do invoices and sales receipts you're going to kind of want to line these two up you'll take a look at both of them and see if you can find a similar type of layout for the two types of forms so for example if i download this item here just to take a look at them now when you hit the download it doesn't necessarily mean it's going to add them to your templates we're just looking at it at this point in time and then if you say ok it'll pull it over into your templates and then if you just close out up top it will not if it does pull over in your templates and you don't want it you're just checking it out then you can delete it from your templates file so that takes us to the same basic kind of information you can see this layout is much different here so we can then use this template possibly to then customize it to our to our needs so so this was been generated or adjusted with the help and use of of the layout designer but we still have the standard kind of options that we can do and the basic settings and the additional customization should help us out with like the standard uh layout of it and then we can move forward from there so let's close this one back out i'm going to close it without saving it we had another orange one right here the orange dots item because i think we had an orange one in our invoice so let's check out the orange dots one so let's download that item and then i'll open that one up and see what we have with this one so this is a similar layout but they gave us more more of the line items down below so here's our orange dot one let's go ahead and copy that let's say okay and let's bring that over to our uh templates let's go on over to our templates now we've got this orange dots template so we've got a few of these items here we've got the orange dots template if i was to open that up then i can then try to customize it from here using my basic settings to customize it i can use my additional columns uh settings to customize it adding or removing some of the default column settings and then once again you can go out to the layout designer this one obviously having a lot more detail involved in it as it's built in the layout designer and you can try to figure out basically how you know how the whole thing is going to be put together and how to customize it from that point in time but this is one way that you can get kind of a custom feel to it and then and then start from there and then further design it with a layout designer i won't go into a lot of detail from this point but i'll close this back out now say that you want that to be the default for your sales receipt if i want that to be the default notif if i go back to the home page and i select the sales receipt then it's going to go to this this is the default i want to make the default this orange dots one so if i go to the orange dots one similar input screen the input screen looks much the same but if i want to print it and i preview it then i got this nice orange item here when we preview it closing this back out closing this back out i want to make that the default then if i go back to the templates what i'm going to do is i'm going to make all other forms that are sales receipts inactive one way you can do that right click on it and simply make it then inactive so i want to right click on it and i'm going to make the template inactive now if i then choose this item down below it's still there so i still have the sales receipt but it's now inactive so i got to check that off to see it so and then i want to make this one inactive so i'm going to make it inactive i want to make this one inactive i'm going to make it inactive and then we're left with with this item up top so again if i if i choose it we have there we have it now then if i go back to my my home and i create a sales receipt now that orange dots one is the default if i select the drop down and i preview it so there it is i'm going to click and there's the uh sales receipt item