Client works out of clinics

Hello,

I'd be more than happy to assist you with your question. Depending on when you receive the payment, there are two ways to record sales transactions in QuickBooks.

For a deferred payment, use Invoice and Receive Payment. Think of this as a two-part transaction. First, you create the invoice to record the sale. Later, when your customer pays, you record a payment against that invoice.

For an immediate payment, use Sales Receipts.

It sounds like the invoice option would be the best fit for your situation, but to help you decide which one will work best for your client, I have provided a link down below to a great article that goes over both methods:

https://quickbooks.intuit.com/learn-support/en-ca/sales-customers/should-i-use-an-invoice-or-a-sales-receipt/00/262088#

If for whatever reason you get stuck on any of the steps you can now request a callback feature right inside your QuickBooks Online to speak with an Intuit QuickBooks Online customer support agent during regular business hours to help you:

https://quickbooks.intuit.com/learn-support/en-ca/intuit-account-settings/using-the-call-back-feature/00/368117

I hope this helps! Have a great rest of your week.

Best Regards,
Lourdes F.