Making a receipt without an invoice

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!

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

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.

Yes, I need a "create receipt" also. 

Hello kerryam,

Thanks for adding your voice to this thread. I can see how important this is and how useful this feature would be to you and the others here. It's been a while since the original post, so I wanted to take a moment to let you know how things stand right now with QuickBooks Self-Employed and receipt transactions.

At this time, the option in QuickBooks Self-Employed is still to create an invoice then apply the payment to it. For situations where you don't have a customer's email, I suggest entering your own email to send it to yourself to make sure that the payment registers as complete in the software. I know this is a few extra steps than you're hoping for, so please submit feedback as well.

The steps for doing so have changed slightly, but I assure you we're still eager to hear your thoughts and ideas. Here's how to leave feedback.

1. Select the Assistant feature in the browser or app.
2. Type and enter "feedback."
3. Follow the prompts.

As another person on the thread mentioned, QuickBooks Online does have the option to create sales receipts. If you'd like to consider switching and see if this is a good fit for you, I recommend reviewing the following articles.

• Switch from QuickBooks Self-Employed to QuickBooks Online

• About QuickBooks Online

I hope that helps!

so what your saying is you literally can not do that   there is no option for a sales receipt with an invoice? bc im having this problem too or they dont have an email so every person that pays you have to go back and either make a onvoice for yourself or them     super inconvenient