Discover the Best Sale Receipt Format for Teams

Sale receipt format for teams

let's go over how to create a sales receipt in quickbooks we'll also show you how to use the undeposited funds account so you can group transactions together into a single deposit to match your bank records note that if a customer pays for their purchase right away you record a sales receipt but if they're going to pay you later then you create an invoice we'll go over that in a separate video to start go to the new menu and select sales receipt customer information is optional on a sales receipt but if you want to track your sales by customer you should enter it the date of the sale defaults to today but you can change it if the sale happened on another day for payment method choose how your customer paid you if you want to add a new payment type you can select add new if you want to process a credit card payment using quickbooks payments check out our link at the end of the video for this example we'll select cash but if we got paid with a check we can record the check number next tell quickbooks where you're going to deposit the money for this example we'll select undeposited funds undeposited funds is a temporary account that holds payments you plan to deposit later at the bank it lets you easily combine several payments together into a single bank deposit however if you're going to deposit this payment into the bank as a single transaction then you can skip this and just select checking next in the products and services area enter what you sold your customer if you already set up the product in quickbooks you'll see the description and amount you entered earlier you can also enter or change these while you create the receipt if you haven't entered this item yet select add new and enter it here choose everything that's included in this sale once you're done select save and send if you want to send the customer a receipt or one of the other save options if you don't you'll see your customer's receipt here you can change the subject line and the body of the email that gets sent to your customer select send and close when you're ready to send the receipt now you're ready to create your own sales receipt