Sales receipt or invoice to be used when customer pays by credit card.

Welcome back to the QuickBooks Community, Yorkshire_Remaps. I'll be sharing various details on what is the difference between sales receipt and invoice. Then, to ensure you can record your income transactions accurately. 

There are two ways to record your sales in QuickBooks Online. You can either create a sales receipt or an invoice. If your customer paid for the product or service at the time of the sale, I suggest creating a sales receipt.

However, if your customer plans to pay you in the future, you can make and send them an invoice. Then, once the customer makes a payment on the invoice, you'll have to record this in QuickBooks so the invoice is marked as paid in the system.

Here's how to create an invoice:

1. Click the + New button.
2. Choose Invoice.
3. From the Customer dropdown, select a customer. 
4. Enter the Invoice date. Then from the Terms dropdown, select the due date.
5. From the Product/Service column, choose a product or service. You can also select +Add new to create a new product or service right from the invoice.
6. Enter the other necessary field.
7. Click Save and send.

Once done, you can now record the payment so the invoice will tag as closed. Please follow the steps below.

1. Click + New.
2. Choose Receive payment.
3. From the Customer dropdown, select the name of the customer.
4. From the Payment method dropdown, choose the payment method.
5. From the Deposit to dropdown, select the account you put the payment into.
6. From the Outstanding Transactions section, select the checkbox for the invoice you're recording the payment for.
7. Click Save and close.

To see further details on how to record sales entries in QuickBooks, you can open this article: Record invoice payments in QuickBooks Online.

Lastly, you may open this article to see details on how the Sales page gives you a great at-a-glance view of all sales transactions so you edit or may any updated information within the page: View sales transactions.

Should you have any follow-up questions about creating income transactions or any QuickBooks related, you can always find me here. Take good care!