Learn how and when to create a sales receipt.
Learn how and when to create a cash memo in QuickBooks Online.
Use a cash memo when your customer immediately pays for products or services at the same time of sale.
If you need to bill your customer after the sale has been made, use an invoice.
Create and send cash memos in QuickBooks Online
Create and send a cash memo
- Select + New.
- Select Cash memo
- Select the customer from the Customer dropdown. Note: If you haven't set them up in QuickBooks yet, select Add a new customer.
- Enter the sales info, such as the payment method.
- Enter line items for the products and services you sold.
- When you're done, select Save and send to email the receipt.