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Zubairuddin Mohammed
Level 1

SALE

HOW TO ADD CASH AND CREDIT CARD SALE IN SALE RECEIPT

1 Comment 1
ReymondO
QuickBooks Team

SALE

Thanks for sharing your concern with us, @Zubairuddin Mohammed.

 

In QuickBooks Online (QBO), you can use one payment method per transaction. Therefore, creating a single sales receipt to record two types of payment is unavailable in the program. You'll have to create two separate sales transactions to record each cash and credit card payments in your QuickBooks account.

 

You can follow these steps to select which payment method is applicable once you create and send a sales receipt: 

 

  1. Click the + New icon and select Sales receipt.
  2. Choose the customer from the Customer dropdown.
  3. Enter the sales info, such as the payment method. You can either select a Cash or Credit Card in the Payment method drop-down list.
  4. Enter line items for the products and services you sold.
  5. When you're done, click Save and send to email the receipt or Save and close to exit from the sale receipt window.

sales receipt.PNG

Additionally, you can personalize and add specific info to your sales forms too. This is a simple yet effective way to enhance your business' communications. 

 

Let me know if you need additional help with this or anything QuickBooks related. I'll be right here to assist you at any time. Have a nice week ahead!

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