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Level 2

Adding Sales Receipt to Invoice

I am using quickbooks credit card payments. I received a CC payment via the swipe reader and it imported in QBO as a Sales Receipt. This was a partial payment for the total amount owed. So I created an invoice but have no idea how to link the sales receipt and the invoice. I tried manually entering the CC payment in the invoice but all that did was duplicate payments. I also tried deleting the sales receipt but the system would not let me. Was on the phone an hour with support and no luck.

1 Comment
Moderator

Adding Sales Receipt to Invoice

Hello there hammett03,

 

I'm here to help you record the transactions.

 

While we are unable to delete the sales receipt, you can create an invoice for the lacking amount. This way, the amount won't show as duplicate. Just click the Plus sign icon at the top and choose Invoice.

 

Feel free to visit this article for more details about credit card payments: Process a credit card payment.

 

That's it. If you've got more questions, don't hesitate to drop a comment below. I'll be here to help.

 

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