Learn how and when to create a sales receipt.
In QuickBooks, create a sales receipt any time your customer immediately pays for products or services at the time of sale. This is in contrast to invoices, which you give to customers who plan to pay for their purchases later on. Here's how to create sales receipts and send them to your customer.
Tip: If you use QuickBooks Payments, here's how to process credit card payments from customers.
Create and send a sales receipt
- Select + New.
- Select Sales receipt.
- Select the customer from the Customer dropdown. Note: If you haven't set them up in QuickBooks yet, select Add a new customer.
- Enter the sales info, such as the payment method.
- Enter line items for the products and services you sold.
- When you're done, select Save and send to email the receipt.