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I prepare estimates in advance. However, some customers agree & pay by credit card. They need a Sales Receipt. Is there a way to convert an estimate to a sales receipt?

Covert yo invoice works fine but if they've already paid, it should be a sales receipt.
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QuickBooks Team

Re: I prepare estimates in advance. However, some customers agree & pay by credit card. They ...

Welcome aboard to QuickBooks Community, @scott-orlosk.


When customers agree to a proposal, quote, or bid, you can convert the estimate to an invoice to bill them. Changing it to a different transaction is currently unavailable.

 

Once payment is received, apply it by utilizing the Received Payment feature. Here’s how:

  1. Go to the Plus icon, select Receive Payment.
  2. From the drop-down, choose the customer.
  3. Select the transaction from the Outstanding Transactions section.
  4. Choose your payment method.
  5. Deposit the funds to the right bank account.
  6. Hit Save and Close.

Payment 1.PNG Payment 2.PNG

Refer to this article for more information: Record customer payment.


QBO uses sales receipt when a client pays on the spot for goods or services. Invoices, on the other hand, are issued if they wish to pay you later. I recommend following the right AR workflow in recording transactions. 


Check out the following articles for more information:

If you have additional questions, let me know. I’m more than happy to help. Take care and have a wonderful day!