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robert-grebic
Level 1

How do I convert a Sales receipt to an invoice

 
4 Comments 4
MorganB
Content Leader

How do I convert a Sales receipt to an invoice

Welcome to the Community, robert-grebic.

 

You've come to the right place for assistance and I'd be glad to help point you in the right direction regarding your question about sales receipts and invoices.

 

Sales receipts and invoices are similar but do have some distinct differences. A sales receipt is issued to a customer at the time of a sale. Invoices are generally used to tell your customers what they owe and how long they have to pay. Due to these specific differences, there isn't a ways to generate an invoice from a sales receipt. The following link offers more info to answer the question should I use an invoice or a sales receipt?

 

However, you may be interested in converting an estimate to an invoice. Estimates are sent to customers to give them an idea of what it will cost them for work you plan to do. Once your customer decides they would like to go through with the purchase, you could then convert the estimate into an invoice. The invoice would contain data from the estimate and details on how and when to pay. I recommend the following link to find out more about converting an estimate into an invoice in QuickBooks Online.

 

Please don't hesitate to reach back out if you have any other questions.

allopart
Level 2

How do I convert a Sales receipt to an invoice

I also need to convert a sales receipt to an invoice, we use it in a different way that quickbook does and it is very tedious to do it manually when shopify syncs sales to quickbooks, it defeats the whole sync purpose. 

MaryLandT
Moderator

How do I convert a Sales receipt to an invoice

Let me share additional insights about your transactions from Shopify, allopart.

 

Payments and processing fees are imported when your Shopify account is linked with QuickBooks. And, customers' orders are imported as sales receipts.

 

Being able to convert sales receipts to invoices isn't an option. In QuickBooks Online, you need to select which one of these entries to use for your business.

 

You can send feedback about this feature. Let me show you how:

 

  1. Select the Gear icon at the top, then Feedback.
  2. Enter your comments or product suggestions then select Next.
  3. You'll be provided a list of suggested Help articles related to your comment. You can read through them or select Skip and send message.
  4. From the drop-down, choose the appropriate category, then select Send message.

Your valuable feedback goes to our Product Development team to help improve your experience in QBO. You can track feature requests through the QuickBooks Online Feature Requests website.

 

Keep me posted if there's anything else you need with QuickBooks. I'm always right here to help you.

allopart
Level 2

How do I convert a Sales receipt to an invoice

Thank you for your suggestion. I have sent the message and hope to get a solution soon. 

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