Receipts

Thanks for posting your concern in the Community, @kstansbury. 

To clarify, we use sales receipts when the customer immediately pays for the goods or services at the same time of sale. While invoices are issued when a customer agrees to pay you later.

You can simply receive the invoice payments, and ensure to select Save and send in the drop-down arrow, instead of Save and close so your customers will receive another email for their receipts of paid invoices.

First off, make sure to set your online delivery options to enable the PDF attached and select Online invoice so they can view the receipt on their end. Here's how: 

1. Click the Settings (gear icon) menu, then select Account and Settings. 
2. Go to the Sales tab, then select the Edit (pencil icon) for Online delivery. 
3. Ensure to check the box for PDF Attached, then select Online invoice in the Additional email options for invoices drop-down list, then click Save and Done. 

You can now proceed to receiving the invoice payments in QuickBooks Online. 

For more insights about when to use invoice and sales receipt, read through this article: Should I use an invoice or a sales receipt?. It helps you learn about the two different methods in recording sales transactions in QuickBooks Online.

You may want to experience a hassle-free option of accepting all types of payments quickly and easily by activating the online invoicing in QuickBooks. Learn more about this by reading through this article: Process a credit card payment in QuickBooks Online. 

Let me know if you have additional concerns. We're delighted to assist you some more. 

Yes, ma'am,  I have that feature turned on a set up already.  99% of our customers pay us via check so we send invoices.

Once the check is received, I go in and enter the information accordingly.  I just thought there was a feature to send them a receipt once I completed this task?  Is there not a feature to send a receipt once these tasks is completed?  Or do you count the invoice and payment as the receipt?

Thank you?

Thanks for providing additional details about this, kstansbury.

Let me also add additional information about your concern. Yes, QuickBooks count the invoice and payment as a receipt. As mentioned by my colleague above, you'll have to make sure about selecting Save and send when receiving the invoice payment. I'll show you how:

1. Go to the + New button and select Receive Payment.
2. Enter the required fields in the Receive Payment page.
3. Click Save and send.
   

Please let me know if you have any other concerns.

Thank you for this information.  It helps a lot.  

One last question;  the photo you showed me mine is a little different.  My green button on the bottom right has "Save and New" as well as "Save and Send". Is this correct?  Or is there something I have turned off or on that I shouldn't have?

Thank you

Yes, those options are correct, kstansbury.

Every time you open a transaction you have the option to Save and send so it will be recorded and QuickBooks sends it to your customer. Save and new and Save and close are the other options when saving a transaction. Just click the drop-down arrow beside Save and send to toggle it to another option. You can also refresh (F5) your page if you're unable to see either one of these buttons. 

The Community is always ready to assist you. If you have other questions just leave us a reply. You take care!

We send invoices and receive checks in payment.  I'd like to send a receipt as I'm entering a check, but my green button only has the options "Save & New" and "Save & Close".  How do I turn on the "Save & Send" option?  After I've processed a payment, if I go to a customer record and click on the payment in the line items, when the payment opens, the green button does have the "Save & Send" option.  It would be faster for me to send when I'm entering checks - we process from 15 to 50 checks at a time. Thank you.

I'm just the person for the job, @MartyC. I'm here to ensure you'll be able to send check receipts to your customers in QuickBooks Online (QBO). 

First off, allow me to discuss some details about the Save and Send button when creating checks. Currently, this option is unavailable on that form. In QBO, you can only write and print them.

Worry not, because I have a couple of ways on how you can email the 15 to 50 checks you create. To do so, you can batch export the form as an Excel file or download them as a PDF and attach it to emails. I'm happy to guide you on how:

1. Open your QBO account and navigate to the Expenses menu.
2. From there, go to the Expenses tab.
3. Next, click the Filter button to easily see the checks. Choose Check on the Type field, set the specific date, and apply an additional filter if needed.
4. Click the Apply button when done.
5. Then, check the box beside Date to select all the transactions.
6. After that, click the Export icon (to export them as an Excel file) located in the upper right part of the page.  To download the form as PDF, simply select the Print icon. Once opened, choose Save as PDF in the Destination field. 

Once done, you can edit and save it on your desktop folder and attach it to emails.

Another way is to batch send the paid invoices to serve as receipts. Here's how:

1. In your QBO account click the Sales menu and choose the Invoices tab.
2. From there, click the Status option and select Paid. This will show all the paid invoices of your customers.
3. Set the specific time frame.
4. Next, put a checkmark on the invoices you need to send.
5. Then, click Batch Actions and select Send. 
6. Please see the screenshot below to know what your customer sees on their end: 

Additionally, if you want to just send the payment receipts instead, you have to manually open each Payment transaction of your customer and click the Save and send button. Just like what you've performed as stated above. Also, I suggest choosing Check as the Payment method for reference.

Running sales and customer reports in QBO is a breeze. This is a great way to monitor your client's transactions and track your business income. To get started, simply go to the Reports menu on the left pane and scroll down to the Sales and customers section. From there, open whichever report you need. 

I'm always ready to give a helping hand if you have additional questions about sending receipts. Simply leave a reply below and tag my name to notify me of your response. Have a wonderful day and take care.