Receipt with information from invoice
Print the receipt with additional information pulled from the invoice fields 'Customer' and 'Description' so payee can identify what it paid for. Including 'Invoice date' and 'Due date' fields would also help.
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W. T. White commented
I am submitting my payments to my son's insurance for reimbursement for out-of-network, monthly services. But on the PAID receipt, you drop the name of client, DOB, etc, plus name of provider, credentials, license #, Tax ID#, and diagnostic code. How is this Best Practice? And how, too, is my insurance supposed to know what I have paid for, for which I am asking reimbursement? This business practice is unconscionable.
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ChuaTH commented
I agreed with Anonymous. Why should we need to go thru Quickbooks? Telesage should include the customer's name on the receipt. We need this for auditing purposes
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Anonymous commented
This seems so obvious to do. It can't be that difficult. I'm a small business owner. I won't use Quickbooks until it has these basic features.