Receiving and recording payment without an invoice

skhelton19 · ‎November 05, 2021

Hello,

I contract to a company that uses the App Humanity to track time worked/billed. I receive payment in the form of a check and usual don't know the exact amount until I receive payment. Should I make an invoice for the amount of the check I received and then record the payment?

Thank you in advance.

Catherine_B · ‎November 05, 2021

You have the option to create an invoice if the purchases are to be paid later, skhelton19.

You'll want to use the invoice to record sales transactions from customers who make no or partial payments during the time of the sale. Then, you can receive payment by entering the amount that's paid. If you don't want to use an invoice you can use the sales receipt when your customer pays you on the spot for goods or services. This way, you'll record it once you have exact amount.

Here's how to receive payment from the invoices you recorded:

Click the + New button and select Receive Payment.
Select the customer and click the invoice to pay.
Under the amount, you can enter a partial amount or full amount.
Click Save and close.

You can use these articles that will help you manage your invoices and payments:

I'm still here to answer all of your questions regarding QuickBooks Online. Just post them here and I'll get back to you.

View solution in original post

Catherine_B · ‎November 05, 2021

You have the option to create an invoice if the purchases are to be paid later, skhelton19.

You'll want to use the invoice to record sales transactions from customers who make no or partial payments during the time of the sale. Then, you can receive payment by entering the amount that's paid. If you don't want to use an invoice you can use the sales receipt when your customer pays you on the spot for goods or services. This way, you'll record it once you have exact amount.

Here's how to receive payment from the invoices you recorded:

Click the + New button and select Receive Payment.
Select the customer and click the invoice to pay.
Under the amount, you can enter a partial amount or full amount.
Click Save and close.

You can use these articles that will help you manage your invoices and payments:

I'm still here to answer all of your questions regarding QuickBooks Online. Just post them here and I'll get back to you.

SStevens · ‎January 06, 2023

Hello, I would like to record payments using sales receipt. Will the payment record to the customers account for future reference and will the account balance without creating invoices?

Last Question: Can you modify the sale receipt payment box?

GlinetteC · ‎January 06, 2023

I can help you with your concerns today, SStevens.

QuickBooks Online offers two ways to record sales transactions. It's either creating an invoice if the customer agrees to pay you later or sales receipts if they pay you right away.

To create sales receipt:

Click +New and choose Sales receipt.
Choose your customer.
Enter the necessary sales information.
Click on Save or Save and send.

The payment will reflect the customer's account balance without creating an invoice.

Regarding your last question, are you referring to the Payment method dropdown or Deposit to? Any additional information can help me provide an accurate resolution.

If you need help personalizing your sales receipts, here's an article for more details: Customize invoices, estimates, and sales receipts in QuickBooks Online.

I look forward to your reply when managing your sales receipt. Have a great day!

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Receiving and recording payment without an invoice