How can i turn an invoice into a receipt

Hello weathertightfoam,

It's great to have you join us! Making sure you're working with the right transaction types and have the right forms for your customers makes a difference in your bookkeeping and how the funds are impacting your reports. With that in mind, I'd be happy to go over invoices and receipts in QuickBooks Online.

It sounds to me like you're either looking for a receipt to share with your customer for their invoice payment or you've accidentally created a transaction as an invoice when it needs to be a sales receipt. Whichever the case it, I can help with both. I'll start with the receipt for an invoice payment.

When you create an invoice in QuickBooks Online and apply a payment against it, creating a receipt for your customer is as simple as emailing or printing the invoice payment transaction. You can do this when you're applying the payment by clicking Print or Save and send, but you can also do this even after creating the transaction. If you've already saved, simply navigate to the Sales section, find the invoice payment transaction using one of the sub-sections, and then click the transaction to open it again and see those options I just mentioned. Pretty simple, right?

If your situation is that you created an invoice when it should have been a sales receipt transaction, there isn't a way to turn an invoice into a sales receipt as these are two separate transactions. What you can do here is make note of the details on the invoice and then void or delete it before recreating it as a sales receipt. That way, you can be sure to have the right transaction type in your books. If you'd like, here's our article that explains the difference between these transactions: Difference between an invoice and a sales receipt

This should get you on your way, but please don't hesitate to reply with more detail if I'm not quite on the same page with what you're looking for or you have questions about what I've mentioned here. I've got your back.