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Sales receipt

Im creating a sales receipt for earlier installments from a client of mine.

 

They still have a balance due.  Is there any way to add this to this sales receipt?

 

At the bottom of the sales receipt it says balance due but I do not see how to add a balance to that.  I’ve tried to creat an open invoice but that doesn’t add to the sales receipt.

 

I can add amount received but not a balance due.

1 Comment
QuickBooks Team

Re: Sales receipt

Hello there, @JCConst.

 

Thanks for posting your concern here in the Community. I'd be happy to assists you on how to correct your recording transaction in QuickBooks Online (QBO). 

 

There are two options to record sales transactions in QBO, and it depends on when you receive the payment. For a deferred payment, you can use the Invoice and Receive Payment. However, for immediate payment, you need to use Sales Receipt

 

Since this is an installment, you can delete the sales receipt you've created and record an invoice instead. Then, use the Receive Payment function to record the partial payment until the invoice is marked as paid. 

 

Here's how to delete the sales receipt: 

  1. Search and open the sales receipt.
  2. Click More, then choose Void or Delete
  3. Select Yes

Once done, you can check this article for the detailed steps on how to create an invoice and record the deferred payment: Create an invoice.

 

If you need further assistance with the steps, I recommend contacting our QuickBooks Online Support Team. They have additional tools to pull up your account and do a screen-sharing. 

 

Here's how to contact our customer support: 

  1. Sign in to your QuickBooks Online company.
  2. Select Help (question mark icon) at the top right.
  3. Select Contact us to connect with a live support agent.

Fill me in if you have additional questions about recording transactions in QBO. I'm always here to help you out. Wishing you and your business continued success. 

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