What is the proper way to handle those Auto Generated Sales Receipts created from (Pay Links sent to customers in error)

laconnell · ‎September 26, 2022

What is the proper way to handle those Auto Generated Sales receipts created from (Pay Links sent to customers in error) when customer pays online. Their payment does not credit their invoice that is already created.

I did not know by sending a "Pay Link" to the customer that it would be duplicating the alr3eady created Invoice amount, but does not credit that invoice amount that the customer is paying.

At this point, I am not sure what to do.

ReymondO · ‎September 26, 2022

Good day, @laconnell.

Let me share some steps on how to handle the autogenerated sales receipts in QuickBooks Online (QBO).

If you already created invoices for these transactions, then we can simply delete them (sales receipts) to avoid duplicating your sales. Here's how:

Go to the Sales menu.
Choose the All Sales tab.
Click the Filter drop-down.
Pick Sales Receipt from the Type drop-down menu.
Tap on Apply.
Once completed, choose the sales receipts that you want to delete.
From the Actions column, click the drop-down.
Hit on Delete.
Press on Yes to confirm.

Once done, you can now manually record the payments of your invoices.

Need to notify customers about upcoming invoice due dates? You can send them a reminder message.

If you have any further questions about handling sales, just tag my name in the comment section. I'll be here to further assist you. Have a nice day.

View solution in original post

ReymondO · ‎September 26, 2022

Good day, @laconnell.

Let me share some steps on how to handle the autogenerated sales receipts in QuickBooks Online (QBO).

If you already created invoices for these transactions, then we can simply delete them (sales receipts) to avoid duplicating your sales. Here's how:

Go to the Sales menu.
Choose the All Sales tab.
Click the Filter drop-down.
Pick Sales Receipt from the Type drop-down menu.
Tap on Apply.
Once completed, choose the sales receipts that you want to delete.
From the Actions column, click the drop-down.
Hit on Delete.
Press on Yes to confirm.

Once done, you can now manually record the payments of your invoices.

Need to notify customers about upcoming invoice due dates? You can send them a reminder message.

If you have any further questions about handling sales, just tag my name in the comment section. I'll be here to further assist you. Have a nice day.

alought · ‎November 13, 2023

Our deposit is made with other deposits and manually matched to the bank download. So, I have to delete the deposit, delete the auto-generated sales receipt, make a payment attached to all the invoices, and rematch to the deposit? That seems very cumbersome!

AlverMarkT · ‎November 13, 2023

Hello, @alought. Thank you for joining the thread. I agree with the steps you've mentioned, but allow me to provide some context.

When a customer pays you through a payment link, it will automatically be recorded as a sales receipt. Correcting the entries is the best way to handle this.

First, we'll have to unmatch transactions since you mentioned matching deposits with the downloaded deposits. Once done, you must delete the recorded deposits and auto-generated sales receipts.

Next, you can manually receive invoice payment and match it afterward. Alternatively, you can also directly match the open invoice to the downloaded deposit in the For Review tab, and QuickBooks will automatically mark it as paid.

After making these corrections, I'm adding these guides as a reference in your reconciliation process and troubleshoot any issues you might encounter:

You're always welcome in the QuickBooks Community should you have updates about correcting your records in QuickBooks Online. We're always here to assist you.

CelesteBancos · ‎August 31, 2024

Wow, such an inconvenient way for QuickBooks to handle the recording of payments!

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What is the proper way to handle those Auto Generated Sales Receipts created from (Pay Links sent to customers in error)