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Accounting | How To

How To Create and Send QuickBooks Online Sales Receipts

Tim Yoder

REVIEWED BY: Tim Yoder

Tim is a Certified QuickBooks Time (formerly TSheets) Pro, QuickBooks ProAdvisor, and CPA with 25 years of experience. He brings his expertise to Fit Small Business’s accounting content.

 

WRITTEN BY: Mark Calatrava

Published May 26, 2022

Mark has researched and reviewed accounting software at Fit Small Business since 2019 and has developed an extensive knowledge of accounting software features and how unique business needs determine the best accounting software.

Published May 26, 2022

This article is part of a larger series on Accounting Software.

Learn More With Our QuickBooks Online Course
Explore the chapters in the guide.
  1. How to Set Up QuickBooks Online
  2. Part 1: Setting Up QuickBooks
    1. How to Set Up Company Information
    2. How to Customize Invoices, Sales Receipts & Estimates
    3. How to Set Up Invoices, Sales Receipts & Estimates
    4. How to Set Up Products and Services
    5. How to Set Up Messages
    6. How to Set Up Statements
    7. How to Set Up Expenses
    8. How to Set Up Advanced Settings
  3. Part 1: Setting Up QuickBooks (Cont.)
    1. How to Import Bank Transactions
    2. How to Import Credit Card Transactions
    3. How to Set Up Multiple Users
    4. How to Set Up the Chart of Accounts
    5. How to Set Up the Products and Services List
    6. How to Set Up Customers
    7. How to Set Up Vendors
  4. Part 2: Managing Sales and Income
    1. How to Create Estimates (Quotes or Bids)
    2. How to Create and Send Invoices
    3. How to Receive Payments
    4. How to Create & Send Sales Receipts
  5. Part 3: Managing Bills and Expenses
    1. How to Write & Print Checks
    2. How to Enter Bills
    3. How to Pay Bills
  6. Part 4: Managing Banking Transactions
    1. How to Enter Banking Transactions Manually
    2. How to Manage Downloaded Banking Transactions
    3. How to Record Bank Deposits
    4. How to Transfer Funds Between Bank Accounts
    5. How to Handle Bounced Checks From Customers
    6. How to Process Bank Reconciliation
  7. Part 5: Managing Business Credit Card Transactions
    1. How to Enter Business Credit Card Transactions Manually
    2. How to Manage Downloaded Business Credit Card Transactions
    3. How to Enter a Credit Card Refund
    4. How to Reconcile Business Credit Card Accounts
  8. Part 6: Managing Credit Card Sales
    1. How to Manage Credit Card Sales With QuickBooks Payments
    2. How to Manage Credit Card Sales With a Third-party Credit Card Processor
  9. Part 7: Set Up and Manage Payroll
    1. How Set Up and Run Payroll
    2. How to Manage Payroll Tax
    3. How to Add Historical Payroll Data
    4. How to Set Up Automatic Deposits
    5. How to Print Payroll Checks
    6. How to Run Payroll Reports
    7. How to Reconcile Payroll Liabilities
  10. Part 8: Reporting in QuickBooks Online
    1. How to Run a Profit and Loss Statement
    2. How to Run a Balance Sheet Report
    3. How to Run a Statement of Cash Flows
    4. How to Run an A/R Aging Report
    5. How to Run an A/P Aging Report

In this tutorial, you’ll learn how to generate a QuickBooks Online sales receipt while recording a customer payment. We’ll also teach you how to email the receipt to your customer within the platform.

Tip: QuickBooks sales receipts should only be used when receiving a payment for which an invoice hasn’t been issued. The previous tutorial, How to Receive Payments in QuickBooks Online, discussed accepting payments for outstanding invoices.

This free tutorial, one in our series of Free QuickBooks Tutorials, aims to help you get the most out of QuickBooks Online, which we ranked as the best overall small business accounting software. To achieve the best result from our guide, we recommend that you follow along in your own QuickBooks account. If you don’t have one, you can choose from a 30-day free trial or 50% off for three months.

Visit QuickBooks Online

Step 1: Navigate to Sales Receipt

Click +New at the top of the left menu bar and then select Sales receipt in the first column under Customers, as shown below.

Arrown naavigating to Sales receipt in QuickBooks Online.

Navigate to Sales receipt in QuickBooks Online


Step 2: Create the Sales Receipt

QuickBooks Online will then display the sales receipt screen. The fields that appear on the screen will depend upon the settings you specified in our tutorials on How To Set Up Sales Form Content in QuickBooks Online and How To Set Up Advanced Settings in QuickBooks Online. The animated GIF below shows the sales receipt form used for creating a sample receipt for our fictitious company, Paul’s Plumbing.

Short video on creating sales receipt form in QuickBooks Online.

Create sales receipt form in QuickBooks Online

Below is a list of some of the fields you need to complete when creating a sales receipt in QuickBooks Online.

  • Customer: Select the customer’s name from the drop-down list or select Add New to create a new customer. Once you select a customer, the email and address fields should populate automatically, provided the customer information is complete.
  • Sales receipt date: Typically, QuickBooks will default to the current date, but you can change this date if the sale is on a different date.
  • Payment method: Select either check, cash, or credit card for the payment method. If the payment is by credit card, you may need to skip ahead to how to manage credit card sales.
  • Reference no.: If the customer paid by check, enter the check number in this field.
  • Deposit to: Select Undeposited Funds from the drop-down box. This will place the check or cash in the Undeposited Funds account until the next bank deposit is recorded. In newer QuickBooks Online accounts, the undeposited funds account is named “Payments to Deposit” by default.

Note:

The Undeposited Funds account allows multiple checks to be grouped into a single deposit that will appear in the check register as a single amount. This amount can be traced easily to the bank statement at month-end when the bank statement is reconciled. Without Undeposited Funds, each check will appear as a separate deposit, making it difficult to trace the combined deposit amounts shown on the bank statement.

  • Service date: The service date will default to the sales receipt date, but it can be adjusted if you provided the service or product on an earlier date.
  • Product/Service: Select each Product/Service from the drop-down list or add a new product/service by selecting Add New. Once a Product/Service is selected, the Description and Rates fields should be populated automatically, but you can adjust them if needed.
  • Qty: Enter the quantity for each product or service provided. Once you enter the quantity, the Amount column should populate automatically.

There are additional fields to complete based on the prior options you have assigned. For instance, if you selected to track information by class and location in the advanced options, then you should complete the Class field for each Product/Service and the Location field for each receipt.


Step 3: Click Save or Save and Send

Before you save your sales receipt, you can see what it looks like when emailed or printed by clicking on the Print or Preview button at the bottom of the screen and then selecting the Print or Preview drop-down. If needed, you can print or download the invoice after previewing. If you need to make changes, close the preview to return to the previous screen.

Short video on Click on Print or Preview to see what the receipt looks like when emailed or printed.

Click on Print or Preview to see what the receipt looks like when emailed or printed

If you want to record the receipt without emailing it to your customer, click the Save button on the lower right side of the screen. If you want to send the receipt to your customer, click Save and Send.

Save sales receipt and send it via email in QuickBooks Online

Save sales receipt and send it via email in QuickBooks Online

When you click Save and Send, QuickBooks will provide a preview of the text that will appear in the body of the email. All of the information will populate automatically based on the information you provided in How To Set Up Sales Form Content in QuickBooks Online. You can make changes, but they won’t be reflected in future sales receipt emails. When you’re satisfied with your email, click the green Send and close button.

Email message for sales receipt in QuickBooks Online.

Email message for sales receipt in QuickBooks Online

Below is a preview of a sample sales receipt we created in this tutorial.

Preview of a sample sales receipt in QuickBooks Online.

Preview of a sample sales receipt in QuickBooks Online


What a QuickBooks Sales Receipt Is

Similar to an invoice, a sales receipt provides customers with a detailed description of the products or services that they have purchased. Invoices are issued to request payment from the customer. In contrast, sales receipts are used when the customer pays for services or products without being issued an invoice. QuickBooks sales receipts record both the revenue from the sale and the cash received.

Difference between a QuickBooks sales receipt and invoice:

Customers should never receive both an invoice and sales receipt for the same sale. If they need to be sent a bill before paying, then issue them an invoice. After they pay, you can provide them with an invoice marked “paid.” If they pay without being sent a bill, then issue them a sales receipt at the time of payment.

Importance of Creating a QuickBooks Online Sales Receipt

Creating a QuickBooks Online sales receipt serves several purposes. It provides your customer with the details of exactly what they purchased along with proof of payment. Creating the sales receipt also records the revenue for your income statement. Finally, the sales receipt records the customer payment and places it in undeposited funds until the next bank deposit is made.

Wrap Up

Congratulations on completing our tutorial on how to create and send a sales receipt in QuickBooks Online. The next tutorial in our QuickBooks Online Training Course is How to Write & Print Checks in QuickBooks Online.

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About the Author

Mark Calatrava

Find Mark OnLinkedIn

Mark Calatrava

Mark Calatrava is an accounting expert for Fit Small Business. He has covered more than 50 accounting software for small businesses and niche industries and has developed an in-depth knowledge of the important features of accounting software and how the importance of these features vary by business.

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