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December 2, 2021
Question

How do I issue a receipt with invoice and payment?

  • December 2, 2021
  • 1 reply
  • 0 views
sales receipt?

1 reply

December 2, 2021

Hi cathy-indeygo-co,

 

It's great to see you reaching out to Community!  It's important that your customer receives confirmation that they're payment's been successfully received, and this can be done effortlessly.  QuickBooks Online has amazing features for all of your business needs.  I'd be happy to assist!

 

There's two ways to record sales transactions.  A sales receipt would be used when payment has been directly received, or an invoice would be created for a future payment.  In this case, you'd receive the payment directly from the invoice, for which you can send your customer the receipt directly from that screen.  Here's how:

 

1. Select Sales from the left menu

2. Open the Invoices tab

3. Locate the invoice to be paid and click on Receive Payment in the action column

4. Record the Payment Date, Payment Method and the Deposit to account

5. Check the box next to the appropriate invoice in the list

6. Enter the Payment Amount

7. When finished, use the arrow beside Save and Close at the bottom, and select Save and Send

That's it!  Your customer will receive the receipt in their email.

 

Here's an article for future reference to assist with recording invoice payments in QuickBooks Online.

 

If you have any other questions, please don't hesitate to reach back out.  We'd be glad to assist!

 

December 2, 2021

Follow up question - does this method send a 'stamped' paid copy of the invoice as well, or just a sales receipt?  Appreciate the information.  Enjoy your day.

December 2, 2021

Hi quickerrooterplu,

 

Welcome back!  When you receive payment on the invoice your customer receives a receipt.  With regards to a stamp to indicate the payment on the invoice, that appears in the Status column of your invoice list.  To preview what your customer receives, click on Print at the bottom of the Receive Payment page.  I hope this helps!

 

Let me know.  I'll be here!