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P
pauldebruijn-spo
February 4, 2024
Question

How to send a customer a sales receipt after receiving a deposit without adding another transaction or having to create an invoice

  • February 4, 2024
  • 1 reply
  • 0 views
We have monthly 1000 payments coming in for our services without sending everyone invoices and just want to send them quickly a sale receipt. QB seems not able to do this which is a bit of a disappointment. we have seen the video of a very complicated booking and invoicing process after the deposit is done and we are not able to do that for 1000 deposits every month.  

1 reply

M
MelroseV
February 4, 2024

It's good to see you here in the Community space, paulde.

 

I recognize the importance of having an automatic sales receipt in QuickBooks Online. 

 

Currently, QuickBooks doesn't automatically make a sales receipt. However, some features in QuickBooks can be supported by our third-party apps. Choosing a third-party app will save you time to create your sales receipt.

 

We're unable to recommend a 3rd party app to use. However, There's a feature in QuickBooks that allows you to search for an app that meets your needs. Here's how:

 

 

  1. From the left menu, click Apps.
  2. Select the Find Apps tab.
  3. Enter a brief description of the feature in the Search for an App box. 
  4. If there's a list of selections, choose the app you want to integrate, then click Get the app now to connect. 

 

If you have any further concerns about sales receipts in QuickBooks Online, please don't hesitate to share them with the community. Keep safe!

P
pauldebruijn-spoAuthor
February 14, 2024

I had a look at the apps but there is no receipting app. I find it very strange that QB is not able to send a receipt of a bank transfer. If QB claims to be a good finance app this functionality should eb there. And should be easy to add to the system. You get a big one star only for this and i might need to warn your new customers for this major missing feature on social media. Even Xero has this feature. Very disappointed!

P
pauldebruijn-spoAuthor
February 14, 2024

Anyone in the community who has a solution for this issue?

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