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Best answer February 16, 2022
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Good day, yolivar.
Let me share some information about your concern.
A sales receipt is used when your customer pays you on the spot for the goods or services. Instead of using this transaction, you can create an invoice. This is used when your customer agrees to pay you later or they made a partial payment without decreasing my inventory twice.
To create an invoice, here's how:
- Go to + New > Invoice.
- Review your company info. If you need to make changes, select Edit company. When you’re done, select Save.
- Choose the customer from the drop-down menu. Make sure all of their info is correct, especially their email address. If you need to make edits, select Edit customer info, make the changes and then click Save and close.
- Review the Invoice date, Due date, and Terms. Enter new dates or terms, if you need to. Tip: In the Terms field, Net refers to the number of days until the payment is due.
- To add products or services to the invoice, select Add product or service and select a product or service from the ▼ dropdown. Or to create a new product or service, select +Add New, enter the info and select Save.
- Select how you want to calculate the charge amount—flat rate, by hour, or by item. Enter a quantity and rate, if needed.
- To customize the info or design of your invoices, click Manage. Then select the options from the side panel. QuickBooks remembers your choices and applies them to all existing and future invoices.
- When you're done, Hit Save.
For recording the partial payment, click on the Receive payment button under the Balance due in the invoice page. Then, add the partial amount paid the customer.
Here's a sample screenshot of a partially paid invoice:
You can also check out the steps in these articles:
To learn more about the difference of these sales transactions, please feel free to read this link: Difference between an invoice and a sales receipt.
I'll be around if you have any additional questions about the sales transactions or need help with other concerns. Just leave a reply below and I'll get back to you as soon as possible. Take care!
Good day, yolivar.
Let me share some information about your concern.
A sales receipt is used when your customer pays you on the spot for the goods or services. Instead of using this transaction, you can create an invoice. This is used when your customer agrees to pay you later or they made a partial payment without decreasing my inventory twice.
To create an invoice, here's how:
- Go to + New > Invoice.
- Review your company info. If you need to make changes, select Edit company. When you’re done, select Save.
- Choose the customer from the drop-down menu. Make sure all of their info is correct, especially their email address. If you need to make edits, select Edit customer info, make the changes and then click Save and close.
- Review the Invoice date, Due date, and Terms. Enter new dates or terms, if you need to. Tip: In the Terms field, Net refers to the number of days until the payment is due.
- To add products or services to the invoice, select Add product or service and select a product or service from the ▼ dropdown. Or to create a new product or service, select +Add New, enter the info and select Save.
- Select how you want to calculate the charge amount—flat rate, by hour, or by item. Enter a quantity and rate, if needed.
- To customize the info or design of your invoices, click Manage. Then select the options from the side panel. QuickBooks remembers your choices and applies them to all existing and future invoices.
- When you're done, Hit Save.
For recording the partial payment, click on the Receive payment button under the Balance due in the invoice page. Then, add the partial amount paid the customer.
Here's a sample screenshot of a partially paid invoice:
You can also check out the steps in these articles:
To learn more about the difference of these sales transactions, please feel free to read this link: Difference between an invoice and a sales receipt.
I'll be around if you have any additional questions about the sales transactions or need help with other concerns. Just leave a reply below and I'll get back to you as soon as possible. Take care!
