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samanthacramer
January 17, 2024
Question

Have any questions for our team about Sales Receipts?

  • January 17, 2024
  • 14 replies
  • 0 views

 

We’d love to support you on your journey with all things sales receipts.

 

If you’ve got any questions, select ‘reply’ to post a question in this thread and have your questions answered by qualified QuickBooks Online experts.

 

Hopefully, you’ll help other QuickBooks users with the same questions out in the process!

14 replies

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M
maxfieldclare
September 3, 2024

I just noticed my sales receipts reflect the product amounts exclusive of GST. I want the figures in the top section of the invoice to show the inclusive of GST amount. How do I do that?

W
wings1
September 4, 2024

I wish to enter cash on the sales receipt and also credit card donations on the same receipt.  On Reckon i would enter the complete amount then click on payment which would automatically deduct the credit card amount and enter it as a separate amount.   I'm lost on this new system.  Can you help 

I
IntuitSheila
September 4, 2024

Hi Dorothy,

 

Thanks for posting in the Community!

 

You can add a second line item to include the credit card amount/fees in the total for the sales receipt. Make sure to enter fees in negative amount. 

 

You can then match the payment downloaded from your bank feeds to the record sales receipt in QBO.

 

Check this link for a more comprehensive information and step by step guide: Matching Sales Receipts where Fees have been Deducted.

 

To get the most out of QuickBooks for your business, check some articles that are designed to help you get acclimated to the software. They can be accessed at the following link: QuickBooks Tutorials.

 

Drop by again in the Community if you have other questions about QBO.

T
Tristan10
February 17, 2025

I have a customer who has paid an invoice twice, I've applied a credit to their account but I obviously can not assign the credit to the same invoice twice. so I leave it as unassigned. I then create a statement to explain to the customer the invoices that are still outstanding and try to show that they have a credit. but when I generate the statement the credit automatically gets applied to the oldest invoices. This doesn't reflect the situation at all and I'd like to be able to show what invoices have been paid and allow the client to specify what invoice they'd like the credit applied to, so it matches their accounting also. and so there is no confusion when I'm chasing payments again in the future. 

J
JanbonN
February 17, 2025

Hello there, Tristan10. A possible reason this is happening is due to the Automatically apply credits feature being active. I'm here to explain further below.

 

This feature automatically allocates your available credits to any open invoices. To prevent this from happening, you'll need to disable this feature.

 

Here's how:

 

  1. Go to the Gear icon and select Account and settings.
  2. Choose the Advanced tab and navigate to Automation.
  3. Click the Pencil icon and toggle the button off.
  4. Click Save then Done.

 

Next, unapply the credit to the invoice.

 

  1. Go to Sales and select Customers.
  2. Open the customer's profile.
  3. Find the payment (credit) applied to the old invoice and click View/Edit.
  4. Untick the credit memo in the Credits section.
  5. Click Save and close.

 

You can now apply the credit to your wanted invoices through the receive payment feature.

 

Additionally, you can customise a report to show invoices due on specific dates in the program: Create invoices due on a specific day report in QuickBooks Online.

 

Please return to this thread if you have other questions about your credit memo in QBO, Tristan10. We're here to help you in any way we can.

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