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Small business sales receipt template for non-profit organizations

the broadcast is now starting all attendees are in listen-only mode this is Christine Langley with the Wyoming Women's Business Center and I want to welcome you to creating an invoice or sales receipt in QuickBooks Online version the Wyoming Women's Business Center is a nonprofit organization that assists individuals who want to start or expand small businesses specifically in the state of Wyoming and we do that through three distinct programs the first is our business training and counseling program the second is access to capital through our micro loan program and our individual development accounts programs and the third is our professional artist Development Center this QuickBooks training series is brought to you by our micro loan program which was started to provide access to funds for those unable to get business loans through traditional means so if you'd like more information on our micro loan program please contact Waldo Smith and now I'd like to turn it over to Cade with capital clarity company welcome tabe thanks Christine so in this video we're gonna be show as Christine said we're going to be showing you how to create an invoice or sales exceeding quickbooks online invoices and sales receipts or similar functions in QuickBooks the major difference between the two is when payment is collected if the payment has to be collected at a later date and invoice is appropriate sales form to use if payment is to be collected at the point-of-sale a sales receipt is the appropriate form to use after opening your quickbooks online company account you're going to navigate to to the sales tab on the left-hand side of the page and select invoice and this is for creating an invoice to create a new invoice you're going to choose the green new invoice button at the top top right hand corner of the page select the customer to which you will be you've provided this invoice to and from the drop-down menu at the top of the page if the customer has not been created you can create a new customer right selecting add new and following the you would enter the the name the relative information in the new customer screen and then you hit save in the first row the product under the product service column you can select one of your products and services in our quantity and provides alter the item description is desired you can also adjust the rate add additional items to the invoice is necessary here you can also add a message to the invoice using that the input first lower left-hand side of the page once all the items have been added to this invoice and appear correct you can print the invoice by clicking print or preview and the bottom of the page or you can also choose save and send to in email the invoice to your customer or you can click the down arrow to the on the right up there and say save it save and close without email on a copy of the invoice to the customer when you receive a payment on an outstanding invoice from a customer you will need to go to the record payment in QuickBooks to receive a payment click the plus symbol in the upper right hand corner of the screen and then select receive payment from this drop-down and then under customers once you select the customer that you receive in payment from you'll you'll select the enter the payment date enter the payment methods reference number if you received a check and the amount of payment received you always deposit these payments and on deposited funds selects all the invoices that are being paid with this payment for instance you might have two invoices that got paid by one check and in that regards you'd want to select both of those and mark them off you'll click the far left or select them over there on the far left of that you'll complete the payment by doing the drop down now next to the green Save a new button on the bottom of the page and select save and close if you're doing multiple of them that's when you would use saving new to create a sales receipt navigate to the sale on the left-hand side of the page and select all sales then click the green button new transaction in the upper right hand corner of the page and select sales receipt you can also create a sales receipt by clicking the plus icon in the upper right hand corner of the page and selecting sales you see under customers select the customer to which you'll be providing the sales receipt from the drop down menu at the top of the page if your customer has not been created you'll create a new customer going through the add new feature again you would create the the customers name just as you did in the invoice and all relative information for this and the new customer screen and then you could hit click Save end of the payment method when you actually do this you'll enter the payment method the reference number if you're receiving a check and always again deposits on the positive funds no matter if it's a sales receipt or an invoice in the first row under product services Colm selects one of the products again you'll do do that you'll enter the quantity you'll provide or alter the item has desired and then you can adjust the rate if you need to add additional items to the sales receipt as necessary you can also add a message again in the bottom input box of the lower left hand side of the page once all items have been added and this seems correct then you can select print preview on the bottom of the page or you can choose save and send to email it to you to your customer save and close would be if you just print it in or you did not want to send it right away the final step in the process is to record your bank deposits record a bank deposit you're going to click the plus icon in the upper right hand corner of the page and select being deposit under other select the bank account that you're going to be making the deposit in to you from the top left hand corner of the screen and enter the deposit date if you're depositing multiple cheque - at once you would select the corresponding payments from the schedule and at that point in time your computation hit deposit you'd add all those to that deposit and then the biggest thing here be careful to make sure that all the the total of the items that you're depositing matches your bank deposit at the end of the day from when you actually make the deposit in the bank so with that you could hit save and close on the bottom there and that covers sales receipt cells and bushes thank you I'm gonna turn this back over to Christine now thanks Kate so the Wyoming Women's Business Center is made possible through several partnership agencies and our primary funding comes from the Wyoming Business Council as well as the US Small Business Administration if you'd like more information on the Wyoming Women's Business Center we've got a contact screen that will come up right here and it lists our business counselors and again while those Smith are microlending director if you're interested in that program thanks again for joining our QuickBooks training series