creakins64
Level 1

Can I send a customer a payment receipt in the solopreneur subscription?

They paid cash at the time the service was rendered, but I can't find a way to send a receipt for payment, only an invoice.

NerbynMaeI
QuickBooks Team

Other questions

Yes, you can creakins64. Let me share with you how to send a customer payment in Solopreneur.

 

To send a customer payment after they purchase, we need to create an invoice and record it as payment first. I'll be sharing a screenshot so you can achieve this.

 

Here's how:

 

  1. Sign in to your QuickBooks Solopreneur Account.
  2. Go to + New.
  3. Click Invoice.
  4. Enter your customer's details.
  5. Once done, Save and Close.

 

After that, we need to record the payment, follow the steps below:

 

  1. Go to the Get Paid menu.
  2. Select Invoices.
  3. Choose a specific customer and click the Record payment.
  4. In the Deposited to select an account in your preferences.
  5. Click Save.

 

To send a receipt to a customer, here's how:

 

  1. Click the drop-down button of a specific customer.
  2. Choose Send.
  3. Enter the customer's email and you can edit the email body base in your needs. 
  4. If done, click Send.

 

You may visit this article to set up your account so your customer can make online payments: Receive and process payments in QuickBooks Online with QuickBooks Payments.

 

For future reference, you can visit this article: Get ready to file taxes on self-employed income in QuickBooks Online and QuickBooks Solopreneur.

 

The Community is always available to help.