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claireburbage88
Level 1

I'm a courier and recieve invoices from a delivery partner for payment, I'm also vat registered. How do I record this as I don't create my own invoices i just recieve?

I'm not sure whether to use invoice payments or sales receipts to enter this information. As my invoices includes income and outgoings for van hire etc, do I need to record this separately as in, income and expenses?
Solved
Best answer May 13, 2022

Accepted Solutions
paul72
Level 8

I'm a courier and recieve invoices from a delivery partner for payment, I'm also vat registered. How do I record this as I don't create my own invoices i just recieve?


@claireburbage88 wrote:

Would I enter the payment recieved from them as a sales reciept or do I need to create an invoice my end and use invoice payment?

 

I don't think it would matter too much - whichever works for your situation (it depends how much detail you want/need to receord).

Sales Receipt should be fine - that effectively creates a VAT Invoice & a Payment in one step.

If you want to record the Invoice & Payment on two separate dates or you need to record multiple payments against one invoice (or vice versa) then you'll need to split the recording.

 


@claireburbage88 wrote:

Also do you know if I have to record each payment from them separately as in business miles, route payment, bonus etc or can I lump this into one payment? Thanks for your reply 



 

Same again - it depends how much detail you want to record.

I would probably record each one as a separate line item - that way you can keep track of each one.

 

Hope this helps. 

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5 REPLIES 5
MaryLandT
Moderator

I'm a courier and recieve invoices from a delivery partner for payment, I'm also vat registered. How do I record this as I don't create my own invoices i just recieve?

Good day, claireburbage88.

 

You can enter a bill for the invoice you've received and record the payment. That way, your expenses are tracked in QuickBooks.

 

Here's how to enter the invoice your receive.

 

  1. Click + New, then Bill.
  2. From the Supplier ▼ drop-down, select a supplier.
  3. From the Terms ▼ drop-down, select the bill's terms. This is when your supplier expects to be paid.
  4. Enter the Bill dateDue date, and Bill no. as they're recorded on the bill.
  5. Enter the bill details in the Category details section. From the Category dropdown, select the expense account you use to track expense transactions.
  6. Enter the Amount and tax. The total amount displayed is based on the option selected in the Amounts are field.
  7. When you're done, click Save and close.
  8. Use the Pay Bills option to record your payment.

 

Entering your income and expenses gives a more complete picture of your business and profit. You can browse this article to learn how to record them depending on your situation: Learn the difference between bills, cheques, and expenses in QuickBooks Online.

 

For the income, there are two ways to record sales transactions depending on when you receive payment.

 

  • For an immediate payment, create a Sales Receipt.
  • For a deferred payment, create an Invoice to record the sale. Then, when payment is received, use Receive Payment to record the payment.

 

Let me know if you have additional questions about recording your income and expenses. I'm always right help record them in QuickBooks.

paul72
Level 8

I'm a courier and recieve invoices from a delivery partner for payment, I'm also vat registered. How do I record this as I don't create my own invoices i just recieve?

Hi @claireburbage88 

 

Are the invoices you receive from the delivery partner for you to pay them or are they 'statements' of what they owe to you (what's known as Self-Bill)?

 

It sounds like the latter with them paying you for work done less what you owe them for van hire, etc.

claireburbage88
Level 1

I'm a courier and recieve invoices from a delivery partner for payment, I'm also vat registered. How do I record this as I don't create my own invoices i just recieve?

Hi, yes they are the latter. Would I enter the payment recieved from them as a sales reciept or do I need to create an invoice my end and use invoice payment? Also do you know if I have to record each payment from them separately as in business miles, route payment, bonus etc or can I lump this into one payment? Thanks for your reply 

paul72
Level 8

I'm a courier and recieve invoices from a delivery partner for payment, I'm also vat registered. How do I record this as I don't create my own invoices i just recieve?


@claireburbage88 wrote:

Would I enter the payment recieved from them as a sales reciept or do I need to create an invoice my end and use invoice payment?

 

I don't think it would matter too much - whichever works for your situation (it depends how much detail you want/need to receord).

Sales Receipt should be fine - that effectively creates a VAT Invoice & a Payment in one step.

If you want to record the Invoice & Payment on two separate dates or you need to record multiple payments against one invoice (or vice versa) then you'll need to split the recording.

 


@claireburbage88 wrote:

Also do you know if I have to record each payment from them separately as in business miles, route payment, bonus etc or can I lump this into one payment? Thanks for your reply 



 

Same again - it depends how much detail you want to record.

I would probably record each one as a separate line item - that way you can keep track of each one.

 

Hope this helps. 

claireburbage88
Level 1

I'm a courier and recieve invoices from a delivery partner for payment, I'm also vat registered. How do I record this as I don't create my own invoices i just recieve?

Thank you so much for your help :)

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