How to apply a sales receipt to an invoice?

Hello there, ChannelWatch.I can share what I know about the features and options you can use in QuickBooks Online (QBO).

Currently, the option to apply the sales receipt to the open invoice is unavailable. In QuickBooks Online, you need to select which one of these entries to use for your business.

I can see how the functionality to edit your remittance slip would be beneficial to your business. I'd recommend sending a feature request directly to our Product Development team. This helps us improve your experience and the features of the program. 

Here's how:

1. Go to the Gear menu and then select Feedback.
2. Type in your feature request in the description box.
3. Once done, click on Next.
   

You can also track feature requests through the Customer Feedback for QuickBooks Online website.

Keep me posted if there's anything else you need with managing invoices or sales receipts in QBO. I'm always right here to help you. Have a great day!

@ChannelWatch 

You can prepare Receive Payments data with the following template

then use an importer tool to proceed

https://get.transactionpro.com/qbo

@ChannelWatch 

"Sometimes we take a credit card in the field which creates a sales receipt. This is before a QB invoice is automatically created.  Is there a way to apply the sales receipt to the open invoice?"

The sales receipt is what makes this messy.  QBO is unable to apply a Product/Service on a sales receipt to A/R, which is what allows you to automatically apply it to an invoice.  IMO, the best thing to do is to create a Customer Deposit product that is mapped to a Customer Deposit (or Unearned Revenue) other current liability account.  Then, move the deposit to the customer's A/R account with a journal entry so you can apply it to an invoice - debit Customer Deposit liability account, credit A/R.  You now have a credit that can be applied to the invoice.  This would be so much easier if QBO would allow you to assign A/R to a Product/Service so you could add that to the sales receipt and, at the same time, book the customer's A/R credit, but you can't.

The other option is to leave the deposit in the liability account and then add that same Customer Deposit product to the invoice as a negative amount, thereby reducing the balance owed.  That looks better on an invoice IMO, but it's not as convenient to track as the A/R credit method above.