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Level 1

Payment & Sales Receipt

How do you record a payment received and send the customer a sales receipt without having Quickbooks record a double payment? I have tried voiding the sales receipt but it still records that I have collected two payments, when I have only really collected one. As of now, I have resorted to deleting the sales receipts after I send them.


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Best answer 12-10-2018

Best Answers
Highlighted
Level 15

Payment & Sales Receipt

"So I would resend the invoice but make the new price 0 to show that they paid it?"

No.

The Sale has not changed. At the Bottom, the Footer shows:

$500 or whatever was this Total, and this has not changed. Never Remove your Sales info from the invoice.

Payments/Credit Applies = the amounts paid, which would be $500 in this example

Balance = $0

This means Paid In Full. You also an make sure your template puts the Paid Stamp across the middle upper section.

You don't use Sales Receipt; you already SOLD this using Invoice. You simply need to resend the invoice now that is Update to a PAID status.

View solution in original post

4 Comments
Highlighted
Level 15

Payment & Sales Receipt

"So I would resend the invoice but make the new price 0 to show that they paid it?"

No.

The Sale has not changed. At the Bottom, the Footer shows:

$500 or whatever was this Total, and this has not changed. Never Remove your Sales info from the invoice.

Payments/Credit Applies = the amounts paid, which would be $500 in this example

Balance = $0

This means Paid In Full. You also an make sure your template puts the Paid Stamp across the middle upper section.

You don't use Sales Receipt; you already SOLD this using Invoice. You simply need to resend the invoice now that is Update to a PAID status.

View solution in original post

Highlighted
Level 1

Payment & Sales Receipt

Thank you!
Highlighted
Level 15

Payment & Sales Receipt

If you used an Invoice to begin with, you can resend the invoice. Customize it to make sure in the Additional Customization, the Footer tab, you are showing them Total (this sale), Payments/Credits Applied and Balance due, which will be 0 now.

You use Invoice for a sale that will be paid later.

You use a Sales Receipt for a sale that also is paid for that same date.

You never use Both for the same sale = entered the same data twice using two different methods.


For invoicing and payments, you also can run the customer a Statement. This is a hybrid of a report of their AR activities, on a template you can modify.

Highlighted
Level 1

Payment & Sales Receipt

So I would resend the invoice but make the new price 0 to show that they paid it?

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