You’ll want to make a copy of the original sales receipt so that the original will always be available. To customize a sales receipt, open the Sales Receipt window and click on the Formatting tab at the top of the window. But you can alter them in numerous ways to meet your company’s needs. QuickBooks’ forms contain the fields most often used by small businesses. Anything you enter in the Memo field will be for your internal use only it will not appear on the printed or emailed sales receipt. When you’ve entered all of the items that the customer is paying you for, you can choose which Customer Message will appear on the sales receipt (use the drop-down list found next to the Customer Message field to see your options). The Rate, Amount, and Tax fields should fill in automatically, based on the information you entered when you create the item’s record. Now you’re ready to select the products or services you sold by clicking on the arrow in the field under Item to open the available list (if you have not created a record for what you’re selling, select and complete the fields in the New Item window that opens).
Note: If you are working with a type of payment that does not appear in the four icons, click on the arrow below More to add it. Click on the type of payment you’re receiving, and enter the check or credit card number where necessary (a small window will open for the latter). Verify that the appropriate Date and Sale No. If you have created more than one sales receipt template (more on that later), make sure that the correct one appears in the Template field.
#RECORDING DAILY SALES IN QUICKBOOKS FULL#
If you receive full payment for a product or service at the same time the customer receives it, you should use a sales receipt.Ĭhoose a Customer from the drop-down list and a Class (if applicable).
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