Customer payment

I am glad you're here, @tonetone.

I understand how important it is to create an invoice. If I receive a full amount in cash or on the spot. I would create a sales receipt since invoice is use only if you want your customer to pay later . If the full payment has been received at the time of sale, we'll have to use sales receipts. Payments of cash, checks, or credit cards are included in sales receipts. I'll share ways to create a receipt for your customer's payment in QuickBooks Online (QBO).

Here's how: 

1. Select  New, then hit  Sales receipt.
2. From the Customer  dropdown, choose a customer.
3. Note: If you still haven't set up a customer, click + Add new.
4. From the Select a product/service dropdown, Click on a product or service that you've sold.
5. (Optional) The Qty and Rate field may be used to edit the quantity or rate of a line item.
6.  In the sales record, fill in any additional required fields and then select Save.

For more information, you can refer to this article: Create sales receipts in QuickBooks Online

I'll leave these articles for future purposes:

• Customize invoices, estimate, and sales receipts in QuickBooks Online.
• Set up a recurring sales receipts in QuickBooks Online.

 Please refer to the comments at the bottom of this article for any other concerns related to QuickBooks. We're always here to help. Have a great day!

Thank you so much for your response!

Is this the same thing I do when I know a customer will be paying with a credit card through  square in person? 

Thanks for getting back on this thread, @tonetone.

Yes, we can create a sales receipt if the customer pays with a credit card through Square. You can follow the steps provided by my colleague above, and you'll have to enter Credit Card as the payment method and Square in the Deposit to field. 

I'll be adding this screenshot below for your visual reference: 

I've got this article for you that can aid you in personalizing and adding specific information to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

You can always count on us if you have other concerns or inquiries about managing your sales transactions. We're always here to help.