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January 10, 2021
Question

Can you change a sales recept to an invoice

  • January 10, 2021
  • 1 reply
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1 reply

January 10, 2021

Hello there, info1450.

 

If you have already created a sales receipt in QuickBooks Online, changing this transaction directly to an invoice isn't an option. Instead of doing it, you can delete the sales receipt and manually recreate it into an invoice. 

 

Before removing the sales receipt, make sure to take note of all the information so you can transfer the details correctly by manually recording them. Here's how to delete a sales receipt:

 

  1. Select the +New button. 
  2. Select Sales Receipt under the Customers heading.
  3. Open up the sales receipt you've recently created.
  4. Look on the bottom for the More button.
  5. Select Delete. Then, Yes.

 

Once done, you can use this article when creating an invoice in the program: Create invoices in QuickBooks Online. This also includes information about reviewing and printing invoices. 

 

Also, you can check these articles for more tips about customising, emailing, and printing sales forms:

 

 

Comment below if you need anything else with QuickBooks Online. Take care and stay healthy!