What happens when I delete a sales receipt in QB Online? Since I use QB payments processing, will it automatically refund the card used or will it create a credit memo?

Hello there, @serivce-firestar.

Thanks for visiting the Community. Allow me to help you record a payment in QuickBooks Online (QBO).

First off, to answer your question, deleting a sales receipt won't trigger an automatic refund. However, instead of creating a credit memo, I recommend creating a Receive Payment transaction to apply a payment for an invoice. I'd love to share how:

1. Select +New.
2. Click on Receive payment.
3. Enter the customer name and payment date.
4. Choose a Payment method. 
5. In the Memo field, you may enter the information about the sales receipt that you've deleted such as the sales receipt number.
6. Fill in other needed information.
7. Once done, click on Save and Close or Save and New.

With this, you're now able to apply your customer's payments systematically in QBO. 

Additionally, I've added an article that you may read through if you want to focus on certain details of reports in QBO that matter the most to you: Customize reports in QuickBooks Online. 

I'm just around if you need additional assistance in managing your sales in QuickBooks Online. Have a great day!

I came with the same question essentially. I have been creating an invoice and then "receiving payment" but do I need to go back and delete that sales receipt? I usually put the sales receipt number in the reference. I'd like to keep the books clean of unnecessary things however don't want to accidentally delete something that is needed as records.

Thank you for joining the thread, fosterssepticcle.

In QuickBooks, sales transactions can be recorded in two different ways. If you want your customers to pay their debts later, you can make an invoice; The use a sales receipt if they pay it real time. 

The system will automatically generate a sales receipt once you customer pays using the QuickBooks Payment link. This new feature allow you to receive payment without making any invoices. 

To answer your question about if you need to go back and delete the sales receipt is yes if your creating invoice. The payments can then be applied to the invoice using the Receive payment option.

If you've previously created invoices and never need for any down payment. You can set up an online payment option to allow your customers to pay directly for their invoices. This way, you won't have to go back and delete the sales receipt. I'll show you how.

These are the steps to set your company preferences for invoice payments:

1. Go to Settings ⚙.
2. Select Account and settings, and click Sales.
3. Under Invoice payments, select Edit ✎, then select the payment options you want.
4. Once done, Save, then Done.

Here's how to change the payment options on an existing invoice:

1. Go to the Sales menu, then Invoices tab.
2. Find the invoice you want to update, then click Edit pencil icon.
3. In the Online payments section, select Edit.
4. Select the payment options you want.
5. Once done, hit OK.
6. Select Save or Save and close.

For your reference, you can visit this link for more details: Take and process payments in QuickBooks Online with QuickBooks Payments.

In addition, I've added this article to guide you if you need to refund your customer for future use: Record a customer refund in QuickBooks Online.

We're always ready to answer if you have follow-up questions or other concerns. Have a great day.

@fosterssepticcle 

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