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ookkantintu57-gm
Level 1

Can we automize sales receipts to different customers

can we automize single sales receipt initiation to different customers availing the same service ?
1 Comment 1
Mark_R
QuickBooks Team

Can we automize sales receipts to different customers

It's good to see you here in the Community, @ookkantintu57-gm.

 

At this time, the option to automatically generate a sales receipt when your customers avail of the same service is unavailable. As a workaround, you can consider copying the created sales receipt and manually select a different customer. Here's how:

 

  1. Find the created sales receipt.
  2. Click More at the bottom part of the page, then choose Copy.
  3. On the new page, select the customer from the drop-down.
  4. Click Save and close.
  5. Repeat the steps for your customers availing of the same service.

 

You might also want to set up recurring sales receipts for your customers availing the same service every month. This article will guide you through the step: Set up a recurring sales receipt.

 

Should you need any assistance creating sales receipts or other transactions in QuickBooks Online, I'm available here to help any time!