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May 4, 2020
Question

How do I record different payment methods on a single sales receipt? For instance, client's bill is $500 but pays $200 in cash and the $300 via credit card.

  • May 4, 2020
  • 2 replies
  • 14 views
No text available

2 replies

Moderator
May 4, 2020

Hello there, @WinginIT.

 

At this time, recording a single sales receipt with two different payment method isn't available. You can consider creating two sales receipts for every payment method and enter a description to specify the transactions. 

 

I can see how much time you can save without entering another sales receipt for a different payment method. However, creating two sales receipts for different payment methods is the best way we can do.

 

To learn more about sales receipts, feel free to check out this article for more guidance: Create sales receipts.

 

Just in case you want to add a discount to a sales receipt, you can check out this article for the detailed steps and information: Add a discount to an invoice or sales receipt in QuickBooks Online.

 

Please touch base with me here for all of your QuickBooks needs, I'm always happy to help. Have a great day and keep safe.

WinginITAuthor
May 4, 2020

Would I be able to enter different payment methods if I create an invoice instead?

Rubielyn_J
Level 8
May 4, 2020

Hi there, @WinginIT.

 

This option is only available when you receive the payment. However, the same thing when creating a sales receipt, there isn't an option to record a two different payment methods on a single invoice payment.

 

You can create two invoices, then enter each payment methods when receiving the payments.

Here's how:

  1. Go to the +New button.
  2. Select Receive payment.
  3. Choose a customer in the Customer dropdown.
  4. Select a Payment method below the Payment date.
  5. Click Save and new.

To guide you more about creating an invoice, you may refer to this article: Create invoices in QuickBooks Online.

 

You can also personalize your invoice form style. Check this article on how to customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Stay in touch with me if there's anything I can help with. I'll be glad to assist you as soon as I can. Have a pleasant day ahead. 

May 14, 2021

Mark,

i just began to use QB Online for a historical association I am involved with.  I have a similar situation recording our deposits/revenues using Square and receiving some amounts via credit cards less the Square Fee and Cash.  Fortunately, I have an accounting background so I recorded it through a Genera Journal Entry.  It would be a great feature if QB could handle this su