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tgrace_99-yahoo-
Level 1

How can I change an Auto-generated Sales Receipt (made via a credit card through QB Online) to a Payment that I can then apply toward an open invoice? Thanks.

 
3 Comments 3
ChristineJoieR
QuickBooks Team

How can I change an Auto-generated Sales Receipt (made via a credit card through QB Online) to a Payment that I can then apply toward an open invoice? Thanks.

Thanks for visiting us here in the Community @tgrace_99-yahoo-. I’ve come to provide a solution for tracking sales receipts via a credit card account.

 

In this case, you'll have to manually record sales receipts. The first thing to do is to delete the sales receipts from QBO.


Here’s how:

 

  1.  Go to Sales receipt and click All Sales.
  2.  Find the Sales Receipt you want to delete.
  3.  Click the dropdown arrow below Action
  4.  Lastly, click Delete.

 

To record sales, let’s create a bank deposit. This way, you’ll be able to track them in your books.

 

  1.  Select + New.
  2. Choose bank deposit.
  3.  From the Account ▼ dropdown, choose the affected account.
  4.  Enter the exact amount.
  5.  Select Save and close or Save and new.

 

You can also use this link if you need to combine multiple transactions.


Lastly, let’s record payment by heading + New icon.

 

  1. Click the Received Payment icon on the +New icon.
  2. Select Customer’s name from the dropdown.
  3. Click the check box for the invoice.
  4. Record how the customer paid from the Payment method and choose credit card.
  5. Once done, click Save and Close.

 

For your reference, utilize this article for recording invoice payments in QuickBooks Online.


Additionally, I have this helpful link for your future reference:

 

 

You can always ask follow-up questions. We'll be there to help you every step of the way.

lakesidelawn2014
Level 2

How can I change an Auto-generated Sales Receipt (made via a credit card through QB Online) to a Payment that I can then apply toward an open invoice? Thanks.

I have this exact same question. I tried your steps - however when I went to delete it - It says that it couldn't delete the transaction. Is there any other way to connect an auto generated sales receipt to an invoice?

 

I created the auto generated sales receipt because I could not figure out in a split second how to have the customer pay the balance on an invoice. Invoice was for $180.00 but she only owed $173.12. She said on her end she could not pay anything other than the $180.00. So I just generated a sales receipt as she wanted to pay right then. 

 

 

KlentB
Moderator

How can I change an Auto-generated Sales Receipt (made via a credit card through QB Online) to a Payment that I can then apply toward an open invoice? Thanks.

I'll help you in handling this transaction, lakesidelawn2014.

 

Since the sales receipt is auto-generated, you're unable to delete it. Instead, you'll have to void the transaction and then manually receive the payment to close the invoice. I'll guide you how::

 

  1. Go to the Sales menu.
  2. Select the All Sales tab.
  3. Locate the sales receipt.
  4. Click the drop-down arrow from the Action column.
  5. Choose Void, then select Yes to confirm the changes.
  6. Receive the invoice payment.

Deleting the invoice and keeping the sales receipt would also do the trick to ensure that you're income is accurate and up-to-date.

 

I'm also adding this article to learn how to personalize the sales forms that you send to your customers: Customize invoices, quotes, and sales receipts in QuickBooks Online.

 

Just drop a comment below if you have any other questions in mind. I'm always here to answer them.

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