I can help you with your concerns today, SStevens.
QuickBooks Online offers two ways to record sales transactions. It's either creating an invoice if the customer agrees to pay you later or sales receipts if they pay you right away.
To create sales receipt:
- Click +New and choose Sales receipt.
- Choose your customer.
- Enter the necessary sales information.
- Click on Save or Save and send.
The payment will reflect the customer's account balance without creating an invoice.
Regarding your last question, are you referring to the Payment method dropdown or Deposit to? Any additional information can help me provide an accurate resolution.
If you need help personalizing your sales receipts, here's an article for more details: Customize invoices, estimates, and sales receipts in QuickBooks Online.
I look forward to your reply when managing your sales receipt. Have a great day!
