QuickBooks Team
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Re: I am trying to record a sale using a sales receipt and also need to include a credit memo alo...

Hello there, sarah17.

 

Thanks you for letting us know about what's working for your business. I'm here to provide additional clarification about receiving customer payment in QuickBooks Online.

 

When recording sales transactions, you use the Receive payment option for deferred payments. While sales receipt track payments and receipts at one time.

 

In addition to the information above, Entering invoice transactions and receiving payments affects the income and accounts receivable account.

 

You can try checking the article attached by my colleague Catherine_B.

 

Please know you can always come to the Community for all of your QuickBooks needs. I'll keep an eye out on your response.