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Sales Receipt Form Sales Receipt ●●► Bill your customer (client) and receive payment at the same time If you track sales tax, set it up on the Sales Tax page (form homepage screen > select blue navigation bar on the left > select sales tax) before you create an invoice. How to make a Sales Receipt in new QuickBooks Online? Sales Receipt  

  • Choose a Customer from the list or fill out a new Customer Information Form (see below for screenshot photo)
  • Enter Customer email (optional)
  • Select Terms from the list or add new one
  • If you need the following custom fields added, you will need to change Sale Form Content settings. See below for instructions – Ship Via, Shipping Date and Tracking Number ( all three part of shipping selection) – Custom1, Custom2, and Custom3
  • Select Payment Method
  • Enter Customer Reference Number (optional)
  • Select Deposit to: Undeposited Funds (why undeposited funds? what’s next? see below for next step to bank deposit. Also match bank downloaded transactions if imported from bank account
  • Enter Product/Service (see below for instructions)
  • Enter Quantity for Inventory. Leave this field blank for service
  • Check “Rate” for Invoicing. If different change it here.
  • Amount will automatically compute.
  • Select Tax field if Taxable
  • Enter Shipping if applicable
  • Optional available Customer Invoice fields: Class Tracking, Location Tracking and Service Date. Also assign Customer Invoice Number, Discount ($ or %0 after Subtotal). They will all need to be enabled from going to Company Settings under Settings under Settings. Select Company or Sales settings.
  • Select Save and Send or Save and New or Save or Close
  • Done. It should show up on Customers Center now.[…]

 

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