QuickBooks for Mac 2014 User’s Guide 104
When a customer pays you
Yay! Money! Now you need a record of that payment for both you and the customer.
Giving your customers sales receipts
When a customer pays you on the spot, give them a sales receipt. It’s the same as when you go to a store and buy
something. They give you a receipt with your purchase. That’s exactly what you’re doing. You can also use sales
receipts to summarize a day’s sales if you don’t want to record each sale one by one. (Create a customer named
“Daily Sales Summary” if you want to do this.) You can print or email a sales receipt. Choose Customers > Enter
Sales Receipts.
To create a sales receipt:
1 Choose Customers > Enter Sales Receipts.
2 To create a sales receipt, click the "Create a Sales Receipt" on the left panel or click the + at the
bottom of the list. To edit a sales receipt, select a sales receipt in the list on the left panel.
3 Enter the information for the sales receipt, and click Save.
Note: You can also create sales forms using the Customer Center and Transaction Center.
What’s on a sales receipt?
• Customer:Job. Select the customer or job you want to create the sales receipt for. You can also enter a new
customer:job name, and QuickBooks will prompt you to set it up. QuickBooks will automatically alert you if you
choose a customer:job that has outstanding billable time or costs.
Tip for cash sales: You can leave the Customer:Job field blank unless you specifically want to add the
customer to the Customer:Jobs list. To include the name on the printed sales receipt, type the name in the Sold
To field.
• Class. If you're using classes, choose which on you want to use. (If you don't see this, you need to turn classes
on in Preferences.)
• Sold to. The address you have for the customer displays here. This is how the customer contact information will
appear here. You can make any changes you need to.
• Date. Today's date, which you can change.
Tip: Press + to increase the date by one day; press - to decrease the date by one day.
• Sale No. QuickBooks automatically increments this number by one for each new sales receipt.
Tip: Press + to increase the number by one; press - to decrease the number by one.
• Check No. If your customer is paying by check, you can enter the check's number here.
• Payment Method. Select the payment method you customer is using. If you're processing a credit or debit card
in QuickBooks, select the type of credit card. Be sure “Process credit card” is selected. When you click OK, enter
the card information.
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