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Hi, can I create and send a receipt to a customer that has already paid and does not require an invoice?
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Hello there,
From time to time a customer pays you without requiring an Invoice, and in those instances, you'll want to be able to provide them with receipt of purchase for their records. Knowing how to do this using your small-business accounting software is essential, so let me give you a hand with the steps for QuickBooks Self-Employed.
As @Lourdes-Fernandez explained, you have a few options. While your customer may not need an Invoice, you can still create one, send it to yourself since your customer doesn't require one, then return to the Invoices menu to Mark as paid. Saving it as a draft won't allow you to send the receipt since you'll still need to record the payment against the invoice first. When you record the payment you'll receive the option to send a payment receipt, which you can do then, or later. If you choose to Skip this step for now, you can navigate back to the Action column and use the dropdown to select Send receipt any time in the future.
Another option is to Download your transacions using the small icon above the Paperclip icon within the Transactions menu. From there you can manipulate the data to create a receipt to suit your needs.
I hope this helps, but don't hesitate to ask more questions if you need to. I'm here to help!
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