From the course: QuickBooks Pro 2020 Essential Training
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Create sales receipts for cash sales - QuickBooks Pro Tutorial
From the course: QuickBooks Pro 2020 Essential Training
Create sales receipts for cash sales
- [Instructor] Here at Two Trees Olive Oil we also have a small retail area where we offer our olive oil at a cash and carry basis. People can come in, buy our oil, and leave. To do this scenario you can create a sales receipt for the customer. That's a means of making the transaction and getting the payment at the same time. You're not sending out an invoice, mailing it, or emailing it to them and waiting for the payment. Everything happens all at once. To accomplish this, on the home page click Create Sales Receipts. The first thing that I'll do is select the customer. If it's a walk-in, brand new customer, you can always click Add New, but in this case I'll pick an existing regular customer. You can select their payment method, in this case, check. I can also click the down arrow next to more payments and choose things such as gift cards. I can also click to add a new method. I can change the date or the sell-to address…
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Contents
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Create estimates7m
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Create purchase orders for vendors5m 33s
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Enter vendor bills1m 52s
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Invoice customers4m 18s
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Progress invoice customers4m 14s
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Enter time and mileage against jobs3m 6s
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Receive payments and print receipts4m 40s
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Create sales receipts for cash sales2m 38s
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View reminders for overdue invoices2m 9s
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Send statements to customers3m
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Enter credit card charges3m 16s
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Record deposits4m 39s
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Pay vendor bills2m 31s
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Print checks2m 55s
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Work with jobs2m 54s
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