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selfemployed2019
April 12, 2019
Question

Making a receipt without an invoice

  • April 12, 2019
  • 1 reply
  • 0 views

Hi there. Is it possible to create a receipt without an invoice? Or to create an invoice that does not send to the client, then mark it paid, and have only the receipt sent to a client?

If someone pays me for services at the time that they receive them, I don't want for the client to receive both an email for the creation of the invoice, and an email stating its paid.

Thanks for your help.  

    1 reply

    L
    LauraAB
    April 12, 2019

    Hi!

     

    Welcome to the QuickBooks Community. QuickBooks Self-Employed is great for managing you own business and I can help clarify the invoicing feature.

     

    QuickBooks Self-Employed keeps it simple with its transactions, using invoices to track customer income and expenses to track outgoing funds. With what you're describing, I see how it would be easier to have a sales receipt option for those one-time transactions where the customer doesn't need to get an invoice and a payment receipt.

     

    QuickBooks Self-Employed has three options for invoices: Save as Draft, Preview, and Send Invoice. In order to fully create the invoice, clicking the Send Invoice option is needed. In this case, both transactions will need to be sent to the customer. If you'd like, you could use the Payment Details section on the invoice to leave a message for the customer as to why they are receiving both. Learn more from the Easy invoicing in QuickBooks Self-Employed article.

     

    Otherwise, this is a great opportunity for some feedback. When you're logged in via the app, you can leave Feedback through the in-app Help chat feature. Simply type feedback, then your comments, and the chat will register it as feedback to pass on to our team. In the browser, when you open a transaction, you can click the Give us feedback section at the bottom of the screen.

     

    I'll be here if you have more questions. Have a great weekend!

    S
    Shy
    April 24, 2019

    I, also, do not invoice some clients. I am a yoga teacher and have drop-in students who pay at class. They also usually don't want a receipt.  Some do no leave their email address to send either an invoice or receipt to.  So the self-employed quickbooks will not work for me then I guess. Is there another option?

    Gail

      J
      JamesDuanT
      April 24, 2019

      Aside from QuickBooks Self-Employed, we have other Online plans that might work for you, Gail.

       

      We have EasyStart, Essentials, and Plus. You can compare these plans and choose the one that suits you and your company: https://quickbooks.intuit.com/ca/pricing/.

       

      Also, you can use the same login credentials when signing up for the new plan.

       

      After that, you can already cancel your QuickBooks Self-Employed subscription.

       

      Feel free to get back to me if you need more help with this.

       

       

       

       

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