Welcome to the Community space!
I acknowledge you're looking for guidance on receiving payment and sending a receipt in QuickBooks Online (QBO) while ensuring the receipt reflects the actual balance. I'm here to assist you with this matter.
To begin, let's make sure to record the sales receipt in your account. We record these transactions when a customer immediately pays for products or services.
Here's how:
- Navigate to the + New, then select Sales receipt.
- From the Customer ▼ dropdown, choose a customer.
- Select the product or service you sold in the Select a product/service ▼ dropdown.
- (Optional) You can edit your line item's quantity or rate in the Qty and Rate field.
- Fill out the other necessary fields in the sales receipt, then click Save.
Once done, we can send them a customer statement to show customers summaries of their invoices, payments, credits, and balances.
If you're referring to receiving invoice payments, you can review this link for the details: Record invoice payments in QuickBooks Online.
Furthermore, I've added an article to help put payments into the Undeposited Funds account before you combine them into a deposit: Deposit payments into the Undeposited Funds account.
If you encounter any difficulties or have further questions, please don't hesitate to let me know. I'm here to assist you and ensure you can effectively receive payments and send receipts reflecting the correct QBO balance.
