Apple Mac2014 - Receiving Payments

QuickBooks for Mac 2014 User’s Guide 106
Other things to know about sales receipts:
!
Add time and costs to your sales receipt. If you've incurred expenses for your customer, such as
mileage or other expenses, you can add that to as sales receipt to be reimbursed by your customer.
Apply sales tax. If you're charging sales tax for the items, click Taxable to apply sales tax.
View the credit card information for the customer. If you are using Intuit Merchant Account Service to charge
customer credit cards, you can click Charge Info to see the credit card information of this customer you selected.
Print, email, add to iCal or Calendar. You can mark the sales receipt as to be printed or emailed later. Then
choose File > Print forms or File > Email forms. You can also add a reminder to iCal or Calendar.
Receiving payments
If you’ve sent a customer an invoice and then they pay you, receive the payment (Customers > Receive Payments).
The invoice is your customer’s record of sale so you don’t need to give them a sales receipt.
When a customer pays an invoice or a statement you've sent them, record the payment in QuickBooks with
Customers > Receive Payments.
Watch a video on how to receive a payment.
http://www.qblittlesquare.com/2011/10/3731/
Tip: There are times when a customer pays when you shouldn't use Receive Payments, such as when the customer
pays in full at the time of the sale. Enter a sales receipt instead. Or when you receive a partial payment at the time
you write an invoice, enter a payment item on the invoice.
To receive a payment:
1 Choose Customers > Receive Payments.
Note: You can also receive payments using the Customer Center and Transaction Center.
2 To receive a new payment, click the "Create an Payment" on the left panel or click the + at the
bottom of the list. To edit an payment, select a payment in the list on the left panel and edit the
information.
3 Select or enter the information at the top of the Payments window:
o Customer:job. If the payment is for a single job, choose the customer's name as well as the job; if
the payment is to be applied to multiple jobs, just choose the customer's name. The open
invoices and statement charges for the customer you select appear on the Payments widow.
o Date. QuickBooks automatically enters today's date. You can enter a different date if needed.
o Amount. When you enter the amount, QuickBooks applies the amount to the invoices listed,
beginning with the oldest invoice. The amounts QuickBooks applies appear in the Payment
column. (Note: You can set QuickBooks so that it does not apply the payment automatically. To