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Join nowHello there, deana6.
When the payment is received, you can record it as a sales receipt or deposit the payment directly to the bank account. If you're going to use the Sales Receipt, follow the steps below:
For deposit, here are the steps to follow:
You can check these articles for additional information:
I'll be around to help if you have additional questions about QuickBooks Online. Stay safe and take care always.
Hi deana6,
Hope you’re doing great. I wanted to see how everything is going about handling the payment you've received prior creating an invoice for this transaction. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.
Looking forward to your reply. Have a pleasant day ahead!
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