Sales receipts and invoices are two different ways to record a single sale. You would want to pick one to use to record your sale, you would never use both or you would be recording the payment twice. An invoice is used when your customer agrees to pay you later. A sales receipt is used when your customer pays you on the spot for goods or services. If you created an invoice for a sale and now have a payment from your customer you would "receive payment" to apply the payment to the invoice. Instructions for that are in Part 2 of this video: th-cam.com/video/y4jnaB38jrk/w-d-xo.html
Hi. I was thinking the same. With Dimensions or sage we always raised an invoice then allocated the sales receipt to the in once when received ( the invoice number taken from the customers remittance) we never received monies from a customer that hadn't had an invoice or a pre forma invoice. QB seems totally different to me but I think I could get used to it
Can you explain why it is showing $75 instead of $0 under the "TOTAL" column on the "Total" row? (Frame 6:34)
Add up everything in that column and you'll see it equals $75.
How can I apply a sales receipt to a invoice?
Sales receipts and invoices are two different ways to record a single sale. You would want to pick one to use to record your sale, you would never use both or you would be recording the payment twice.
An invoice is used when your customer agrees to pay you later.
A sales receipt is used when your customer pays you on the spot for goods or services.
If you created an invoice for a sale and now have a payment from your customer you would "receive payment" to apply the payment to the invoice. Instructions for that are in Part 2 of this video: th-cam.com/video/y4jnaB38jrk/w-d-xo.html
Hi. I was thinking the same. With Dimensions or sage we always raised an invoice then allocated the sales receipt to the in once when received ( the invoice number taken from the customers remittance) we never received monies from a customer that hadn't had an invoice or a pre forma invoice. QB seems totally different to me but I think I could get used to it