How to record remittance we are getting from our customer?

It's great to hear from you again, @Abdul Rehman.

Receiving payments for products or services can be easily recorded in QuickBooks Online. There are ways to do it depending on the scenario. 

If the customer directly paid it in cash, you can enter a sales receipt or a bank deposit.

Here's how to enter a sales receipt:

1. Go to the Plus Icon on your company's dashboard and select the Sales receipt.
2. Enter the name of the customer in the Customer field.
3. Fill in other necessary details and click Save.

You can select Save and send if you want to send the receipt directly to your customer's email or Save and close if you want to do it later.

If the payment is due on a later date, you can create an invoice and receive the payment afterward. Let me guide you how:

1. Go to the Plus Icon and select Invoice.
2. Enter the necessary details and click Save.
3. Once the customer pays the amount, go to the All Sales transactions by clicking the Sales tab.
4. Locate the open invoice and click the Receive payment link.
5. On the Receive Payment screen, enter the amount paid by the customer (you can either enter a partial or full payment). 
6. Click Save and close when done.

Just in case you need to group your payments and deposit it as one, you can check out this article for details: Record a customer payment.

Please post again in the Community if you have other concerns. I'm more than happy to help. 

Hi IntuitLily,

A lot of Thanks for your detailed reply.

Means there are 3 options to get remittance from customer: 

1. Via Sales Receipt - if payment is made directly 
2. Via Bank Deposit - if payment is made directly  
3. Via Invoice - if payment is due on a later date

Will you please confirm if there is more way(s) to proceed the said requirement or there are only 3 ways described above.

Regards,

Abdul Rehman.

Hello Abdul Rehman,

Actually, there are many ways to receive remittances from your customers. The three ways were perfectly provided by IntuitLily.

The fourth one is to use Online Banking. When you connect your bank to QuickBooks Online, it will download your banking transactions (income and expenses) automatically.

If you have existing sales receipt or invoices, you can select Match. Otherwise, you can select Add to include them to your register. You'll learn more on how to categorise your banking transactions through this article: Download, Match, and Categorise your Bank Transactions in QuickBooks Online.

You'll gain more knowledge as you navigate QuickBooks Online. Let us know if you need anything else.