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Buy nowLet me guide you in the right direction on how to handle your sales receipt and open invoices, kk74.
In QuickBooks Online (QBO, you can create an invoice to be paid later. While a sales receipt is used for real-time or immediate payments. Keeping both will double your income because they're the same sales transactions.
If you're trying to apply the sales receipt to open invoices, the option is currently unavailable. You'll have to delete the sales entry and create a credit memo so you can apply it to your open invoices.
To remove the transaction:
Next, let's proceed and add the credit memo. Here's how:
Now that we've added the transactions, let's proceed and apply it to your open invoices. Here's how:
You can go over these links for tips on when to provide credit to customers as well as use sales receipts:
We've also collated resources to guide users handle any customers and sales-related transactions or tasks:
Drop a comment below if you have additional questions about managing open invoices, applying credit memos, and sales receipts. The Community is always available to provide the assistance you need.