Hi eeasecurity,
Within QuickBooks you have the option to create Sales Receipts. You can use a Sales Receipt when your customer immediately pays for products or services at the same time of sale. To do so you can use the steps below:
- Select + New.
- Select Sales receipt.
- Choose the name of the customer or create a new one. Note: If the customer is currently not set up in QuickBooks Online, select Add a new customer.
- Enter all sales information needed to complete the sales receipt.
When you have confirmed the details you can select Save and send to email the form to the customer. You'll have the chance to edit the email message to your customer and to preview the form one last time.
Thanks,
-Steven
