Create an Online Rent Receipt Template for Customer Support

Online rent receipt template for Customer Support

and now we will learn how to customize QuickBooks   forms in this case it means making  a rent receipt for your tenants transaction documents and QuickBooks include  things like estimates invoices sales receipts but   the credit memo document is the one that we need  to use to give a rent receipt so we will change a   credit memo into a rent receipt this is because  a credit memo changes attendance or customer   records in the way that a rent receipt would for  a regular tenant it has the same effect regarding   the type of transaction it is you can explore  other possible changes from the windows we open   but we're only going to change the title from rent  receipt excuse me from credit memo to rent receipt   even though there are many things you can edit you  can add or remove columns in a particular template   for the document you can change the position of  the fields you can add or remove fields and you   can even put a company logo but again the only  thing we're going to do to customize our credit   memo is change the title to rent receipt so let's  open up a credit memo and take a look from the   main menu we click customers create credit memo  or refund and here it is now in the title bar   of the window it says create credit memo refund  but you can see when you look at the details of   the credit memo of all the different fields that  are on the screen there's one that says template   and QuickBooks comes with two different credit  memo templates observe the fields and the column   headings that are in the one that says credit memo  but if I choose this template notice the title   Changez to return receipt and notice some of the  fields change here so quickbooks already created   two templates and even though this one says return  receipt and might have a different look to it it's   still a credit memo it still hasn't an effect  on the tenants balance and the same effect in   the general ledger chart of accounts when you  record it now there are three steps to making a   new template you have to copy an existing template  you have to change the name and then save it on   the template list after that you can do whatever  you want with it and make it look the way you   need it to look so again let's copy an existing  template and then change the name then it's on   the template list and then we can do what we want  so how do we do that well in the formatting tab of   the ribbon right under the word formatting you  can click manage templates and now you get the   manage templates window and again there are two  that already exist now in order to make one for   yourself you have to copy an existing one so the  best thing to do is to choose one that looks the   most closest to the way that you want yours to  be and copy that one then you can customize it   so we'll click on the one that says custom credit  memo then while that's selected we click copy