Adding Sales Receipt to Invoice

hammett03 · ‎12-17-2018

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.

PreciousB · ‎12-17-2018

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.

Topics

Training

Community

Resources

Adding Sales Receipt to Invoice

Adding Sales Receipt to Invoice

reconciling invoice with a paid sales receipt

Difference between sales order and sales receipt?

Sales Receipt for partial invoice payment

Sales receipts

Can I change a sales receipt to an invoice?

Need to get in touch?