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JeanneC2
Level 2

How do I record a sales receipt for a customer who pays part cash, part credit card?

 
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Best answer October 30, 2021

Best Answers
JonpriL
Moderator

How do I record a sales receipt for a customer who pays part cash, part credit card?

I've come to help share the steps on how to record a sales receipt, @JeanneC2.

 

You can create two sales receipts separately indicating your customer has paid with different payment methods. I'll show you how.

 

  1. Go to the +New button.
  2. Under CUSTOMERS, select Sales receipt.
  3. Select the name of your customer.
  4. On the Payment method selection, choose Cash.
  5. Below the PRODUCT/SERVICE column, select the item used on your sales transaction.
  6. Enter the amount accordingly.
  7. Click Save and new.

 

Once done, go ahead and record the remaining half of the sales receipt using the steps in this article: Create and Send Sales Receipts in QuickBooks Online.

 

You may also read this reference with the topics you can use while recording the common customer transactions: The Difference Between an Invoice, Sales Receipt, Bill, and Statement.

 

It'll always be my pleasure to help if you've got additional questions about entering a sales receipt. Use the Reply option below and surely I'll be here ready to assist you. Take care and stay safe!

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2 Comments 2
JonpriL
Moderator

How do I record a sales receipt for a customer who pays part cash, part credit card?

I've come to help share the steps on how to record a sales receipt, @JeanneC2.

 

You can create two sales receipts separately indicating your customer has paid with different payment methods. I'll show you how.

 

  1. Go to the +New button.
  2. Under CUSTOMERS, select Sales receipt.
  3. Select the name of your customer.
  4. On the Payment method selection, choose Cash.
  5. Below the PRODUCT/SERVICE column, select the item used on your sales transaction.
  6. Enter the amount accordingly.
  7. Click Save and new.

 

Once done, go ahead and record the remaining half of the sales receipt using the steps in this article: Create and Send Sales Receipts in QuickBooks Online.

 

You may also read this reference with the topics you can use while recording the common customer transactions: The Difference Between an Invoice, Sales Receipt, Bill, and Statement.

 

It'll always be my pleasure to help if you've got additional questions about entering a sales receipt. Use the Reply option below and surely I'll be here ready to assist you. Take care and stay safe!

JeanneC2
Level 2

How do I record a sales receipt for a customer who pays part cash, part credit card?

Thank you for your answer.  It is what I expected.  I had to separate the payments and calculate the sales tax that would have been included in the payment amount.  Thank you so much for your quick response and help with this issue.

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