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

JeanneC2 · ‎October 30, 2021

JonpriL · ‎October 30, 2021

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.

Go to the +New button.
Under CUSTOMERS, select Sales receipt.
Select the name of your customer.
On the Payment method selection, choose Cash.
Below the PRODUCT/SERVICE column, select the item used on your sales transaction.
Enter the amount accordingly.
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!

View solution in original post

JonpriL · ‎October 30, 2021

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.

Go to the +New button.
Under CUSTOMERS, select Sales receipt.
Select the name of your customer.
On the Payment method selection, choose Cash.
Below the PRODUCT/SERVICE column, select the item used on your sales transaction.
Enter the amount accordingly.
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 · ‎November 01, 2021

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.

Dmonta

How to report a customer pay half card and cash

MirriamM

Great to have you here, Dmonta. I'll be happy to answer your query.

To record the payment you received from your customer which was paid in half cash and card, a two-part sales receipt will be necessary.

For payments made in cash:

In the left menu, click the + New button.
Choose Sales receipt.
From the Customer dropdown, select the customer's name.
Go to the Payment method section and choose Cash from the dropdown.
In the Deposit to field, select where you want to deposit the money.
In the PRODUCT/SERVICE column, select the item used on your sales transaction.
Enter the amount and other necessary fields.
Click Save and close.

For payments made via card, simply follow the steps above and adjust the payment method in Step 4.

For guidance in tracking your daily sales, you can visit this article for more information: Record your total daily sales in QuickBooks Online.

Should you require further assistance with recording your sales, feel free to check out the Community. We're always available to help, Dmonta.

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