Using Sales Receipts: When and How<\/h3>\n
How do you let your customers know how much they owe you, and for what products or services? In these days of ecommerce and merchant accounts, your customers may provide a credit card number over the phone or on a website. Or perhaps you send invoices after a sale and receive checks or account numbers in the mail. QuickBooks can help you both create the invoices and record the payments.<\/p>\n
There’s another type of sales document that you can use in certain situations: the sales receipt<\/b>. You’d probably be most likely to use one of these when customers pay you in full<\/u> for products or services at the same time they receive them.<\/p>\n
![](\"https:\/\/www.cpasitesolutions.com\/content\/newsletter\/images\/062016\/Fig1.jpg\")
\nFigure 1: If you receive full payment for a product or service at the same time the customer receives it, you should use a sales receipt<\/b>.
\n<\/i><\/p>\n
Completing a sales receipt is similar to filling out an invoice or purchase order. Click Create Sales Receipts<\/b> on QuickBooks’ home page or open the Customers<\/b> menu and select Enter Sales Receipts<\/b>. A screen like the one above will open.<\/p>\n
Choose a Customer<\/b> from the drop-down list and a Class<\/b> (if applicable). If you have created more than one Template<\/b> (more on that later), make sure that the correct one appears in the field. Verify that the appropriate Date<\/b> y Sale No.<\/b> read as they should. Click on the type of payment you’re receiving, and enter the check or credit card number where necessary (a small window will open for the latter).<\/p>\n
Note: If you are working with a type of payment that does not appear in the four icons, click on the arrow below More<\/b> to add it.<\/i><\/p>\n
Now you’re ready to select the products or services you sold by clicking on the arrow in the field under Item<\/b> to open the available list (if you have not created a record for what you’re selling, select <\/b> and complete the fields in the New Item<\/b> window that opens). Enter the quantity (Qty. <\/b>). The Rate, Amount<\/b>, and Tax<\/b> fields should fill in automatically, based on the information you entered when you create the item’s record.<\/p>\n
When you’ve entered all of the items that the customer is paying you for, you can choose which Customer Message<\/b> will appear on the sales receipt (you can see your options in the drop-down list found in the lower left corner of the screen). Anything you enter in the Memo<\/b> field will be for your internal use only; it will not appear on the printed or emailed sales receipt.<\/p>\n
Click Save & Close<\/b> o Save & New<\/b>.<\/p>\nCustomizing Sales Receipts<\/h3>\n
![](\"https:\/\/www.cpasitesolutions.com\/content\/newsletter\/images\/062016\/Fig2.jpg\")
\nFigure 2: QuickBooks provides tools for customizing forms, including sales receipts.<\/i><\/p>\n
QuickBooks’ forms contain the fields most often used by small businesses. But you can alter them in numerous ways to meet your company’s needs. To customize a sales receipt, open the Sales Receipt<\/b> window and click on the Formatting<\/b> menu. Select Manage Templates<\/b>.<\/p>\n
You’ll want to make a copy of the original sales receipt so that the original will always be available. Click the Copy<\/b> button in the lower left. “Copy of Custom Sales Receipt” appears in the list of templates. In the Preview<\/b> pane on the right, click in the field next to Template Name<\/b> and replace the existing name with a new, more descriptive one if you’d like. Click OK<\/b>.<\/p>\n
The Basic Customization<\/b> window opens. Click on Additional Customization<\/b> at the bottom of the screen. You’ll see a window like the one in the image above. Click the Columns<\/b> tab. The list on the left displays all of the columns that can be included in the body of your sales receipt.<\/p>\n
Click in the boxes below Screen<\/b> y Print<\/b> to indicate which columns should display on your QuickBooks screen and which should appear on the customer’s copy. The numbers in the Order<\/b> column can be changed to reflect which column will come first, second, etc.<\/p>\nNumerous Options<\/h3>\n
There’s a lot more you can do to customize your QuickBooks forms. And there are other situations where you might want to issue a sales receipt. We’ve only been able to touch on both topics here, but would be happy to schedule time with you to explore these elements of QuickBooks.<\/p>\n<\/div>","protected":false},"template":"","meta":{"content-type":"","site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}}},"class_list":["post-1780","tips-advanced-featur","type-tips-advanced-featur","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/aabusinessfirm.com\/es\/wp-json\/wp\/v2\/tips-advanced-featur\/1780","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/aabusinessfirm.com\/es\/wp-json\/wp\/v2\/tips-advanced-featur"}],"about":[{"href":"https:\/\/aabusinessfirm.com\/es\/wp-json\/wp\/v2\/types\/tips-advanced-featur"}],"wp:attachment":[{"href":"https:\/\/aabusinessfirm.com\/es\/wp-json\/wp\/v2\/media?parent=1780"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}