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arkvalleyinfo
October 16, 2018
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Can I change a sales receipt to an invoice?

  • October 16, 2018
  • 2 replies
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I created a sales receipt for a customer and said they paid with a credit card, but no card was ran. I then accepted payment using his credit card. I now show a credit for the customer. I need to convert the receipt to invoice so the credit is applied to the invoice.

Best answer by arkvalleyinfo
You can't do that.  You'll need to void or delete the sales receipt and enter the invoice.  Then you can apply the payment to the invoice.

If this was helpful, please click yes.  If not, please post additional questions and I'll try to help.

2 replies

A
arkvalleyinfoAuthorAnswer
October 16, 2018
You can't do that.  You'll need to void or delete the sales receipt and enter the invoice.  Then you can apply the payment to the invoice.

If this was helpful, please click yes.  If not, please post additional questions and I'll try to help.
    M
    mike_van_de_wate
    October 16, 2018
    When I try to void the receipt, QB tells me it will affect my bank reconciliations.  Is there a way to delete the payment, and instead apply the receipt to my invoice?
    S
    semperlite
    November 25, 2018

    I have a similar issue - I have a webstore that imports all CC orders to sales receipts, and NET to invoices. So i just deposit the sales receipt. However ALL show open balances because to actual ran payment is attached. But you can't edit the sales receipt after its saved. I wanted to convert to invoice but you cannot do anything!

    A
    amyadm
    November 13, 2020

    I can't seem to find an answer to a problem I have. I am NOT YET on Quickbooks payment processing system - I have over 250 credit cards with Sage 50, and it doesn't communicate with my accounting system, Quickbooks. 

     

    When I have customers that want to go from direct pay/invoice, to sales receipt/pay by credit card, how do I switch them over without having to retype in all the services that the customer is receiving when creating either an invoice to sales receipt or vice versa? It is so time consuming to delete the entire invoice, then have to recreate it all over again to be a sales receipt/cc payment. Isn't there a way to possibly toggle it back and forth depending on what/how the customer chooses to pay? Is it in the recurring transaction field under 'use' - I have no idea. Can someone help me? I can't wait until I can switch over to QBA payment processing system - I just have too much to do before I can make that switch -over 250 cc's that I can't extract that data from Sage 50 - I have to start calling people that pay via cc (250 plus) people - that's so much work - and people don't like giving their cc info over again. HELP!

     

    Jen_D
    Jen_D
    November 13, 2020

    It's nice to have you join this discussion, @amyadm,

     

    We want to help you fix this problem. Since you've mentioned that you're still not working in QuickBooks, I recommend consulting Sage 50 support first. This way they can help you process the credit card payments that will later be imported into our program.

     

    They can also guide you on how to export your sales data into QuickBooks without recreating them repeatedly. After reaching out to Sage 50, you may check out our apps website to find bridging tools as another option.

     

    There are a lot of apps in our website that will help you import the data seamlessly between QBO and Sage. Click this link to our website: https://apps.intuit.com

     

    We also have a joint forum called Intuit Developers, where you can find and connect with our developers who can suggest what app to use and help with integrations. I'm adding these links below just in case you're interested: Intuit Developer Support

     

    I'm also adding some helpful links to help you when you're ready to use QuickBooks full time:

     

    Feel free to stop here again if you have any concerns. I'll be more than happy to help. Have a nice day!

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