How to create a receipt with multiple transactions

Question

I had a client pay with two payment transactions, how can I send a single receipt and include both transactions.

Coach Kristina · Accepted Answer

Hello @matthewb,

Thank you for reaching out with this question! Currently, only one transaction can be associated with a sales receipt. For more information, please see our article on Sales Receipts:

https://support.simplifi.quicken.com/en/articles/13312422-creating-and-managing-sales-receipts#h_425a5091a4

If you would like to see the ability to associate multiple transactions with a single receipt, I recommend creating an Idea post to request that this functionality be added. For information on creating an Idea post, please review the post linked below:

https://community.simplifimoney.com/discussion/998/creating-and-voting-for-ideas-in-the-community

I hope this helps!