Thanks for the advice. I tried both methods. Using the "sales receipt" template supplied by QBO does not allow enough customization options to make the donation receipt acceptable by CRA (e.g. does not allow a signature to be imported, a "Balance Due" total appears and you can't delete which looks odd as this is a donation receipt not a call for cash). I also tried importing my own .docx custom template. This works great for getting the right requirements, however QBO only allows the custom style import for invoices or estimates. This is problematic because the invoice function generates an email in QBO that says "Amount Due" which is inappropriate because it is a donation receipt that acknowledged cash already received not a call for payment. Is there anyway to allow custom .docx styles for sales receipt styles (not just invoice or estimates)? Or is there anyway to change how the QBO email so that it does not say amount due?
