How can I issue a receipt for a payment lodged into our bank account? The payment was not for an invoice we issued.

Welcome to the Community, Peter. Yes, you can issue your customer a sales receipt for a payment that isn't linked to an existing invoice.

To do this, you’ll just need to manually create a Sales Receipt and ensure the date aligns with when the funds reached your bank account.

Here's how:

1. Go to + Create and select Sales Receipt.
2. Select the appropriate Customer.
3. In the Sales Receipt Date field, select the date the payment hit your bank account.
4. Choose the Payment Method.
5. From the Deposit To dropdown, select the specific bank account where the funds were lodged.
6. Fill in the remaining required fields (Product/Service and Amount), then click Save and Send to email the receipt to your customer.

If your bank account is linked to QuickBooks Online (QBO) and the transaction appears in your bank feed, you can simply match it to the Sales Receipt you just recorded.

Once finished, you can run the Transaction Detail by Account report to verify that the payment has been correctly allocated to your bank account and confirm it matches your actual bank statement balance.

If you have more questions, please feel free to ask. We're always here to help.