Overview
Sales Receipts make it easy to provide clients with a record of payment for your products or services. Similar to a receipt you receive after making a purchase, a Sales Receipt confirms that payment has been received and the transaction is complete.
Unlike invoices, which are used to request payment, Sales Receipts are issued after payment has been received. They’re ideal for on-the-spot payments, situations where an invoice isn’t needed, or when a client needs confirmation that an invoice has been paid. You can also use them to keep a record of completed sales for your own records.
Create a Sales Receipt
You can create Sales Receipts directly from the Sales & Billing section. When creating a receipt, you can either select an existing transaction or have Quicken automatically create a transaction using the details from the Sales Receipt.
Hover over the left panel, select Sales & Billing, then select Sales Receipts.
Click + Create in the upper-right corner.
Select the Business, then select the Client & Project.
Confirm the Issue Date and Sales Receipt #.
Add or edit items using + Add Item.
To remove an item, click the trash can icon at the end of the row.
To mark an item as taxable, select Taxable. Only one tax rate can be applied to each Sales Receipt.
Add a Discount to the Sales Receipt by entering a dollar amount or percentage.
Add any Notes you'd like to include.
Under Payment details, select Yes or No to indicate whether an existing transaction is associated with the Sales Receipt.
If you select Yes, click Select Transaction, choose the transaction from the list, and click Confirm.
Note: The amount on the Sales Receipt must match the transaction amount.
If you select No, select the account where the payment will be deposited. Quicken Business & Personal will create a transaction using the Sales Receipt details.
Select a Payment method and, if needed, enter a Reference #.
Click the Preview tab at the top to review the Sales Receipt.
Click Send to..., then enter or confirm the Email Address, Subject, and Email Message. Click Send when you're done.
If you're sending the Sales Receipt another way, select Mark as Sent (No Email).
Create a Sales Receipt From a Transaction
You can also create a Sales Receipt directly from a transaction. Note: The transaction must be downloaded from your financial institution. Manually entered transactions cannot be used to create a Sales Receipt.
Hover over the left panel and select Transactions.
Select the account containing the transaction you want to use.
Locate the transaction, hover over it, and click the three-dot menu at the end of the row.
Click Create sales receipt.
Select or confirm the Business, then select or confirm the Client & Project.
Confirm the Issue Date and Sales Receipt #.
Add or edit items using the + Add Item button.
To mark an item as taxable, select Taxable. Only one tax rate can be applied to each Sales Receipt.
Note: The amount on the Sales Receipt must match the transaction amount.
Add a Discount by entering a dollar amount or percentage.
Add any Notes you'd like to include.
Select a Payment method and, if needed, enter a Reference #.
Click the Preview tab at the top to review the Sales Receipt.
Click Send to..., then enter or confirm the Email Address, Subject, and Email Message.
Click Send when you're done.
If you're sending the Sales Receipt another way, select Mark as Sent (No Email).
Duplicate a Sales Receipt
Duplicating a Sales Receipt lets you quickly create a new receipt using the same details as an existing one.
Hover over the left panel, select Sales & Billing, then select Sales Receipts.
Locate the Sales Receipt you want to duplicate, hover over it, and click the three-dot menu at the end of the row.
Click Duplicate sales receipt.
Make any necessary changes.
Click Send to..., then enter or confirm the Email Address, Subject, and Email Message. Click Send when you're done.
If you're sending the Sales Receipt another way, select Mark as Sent (No Email).
Edit a Sales Receipt
You can edit any Sales Receipt you've created. If you've already sent the Sales Receipt, you can resend it after making your changes.
Hover over the left panel, select Sales & Billing, then select Sales Receipts.
Locate the Sales Receipt you want to edit, hover over it, and click the three-dot menu at the end of the row.
Click View sales receipt.
Select the Edit tab at the top.
If you've already sent the Sales Receipt, click Continue in the message that appears.
Make the necessary changes, then click Save at the top to save the Sales Receipt, or click Send to... to send it to the client.
Delete a Sales Receipt
If you no longer need a Sales Receipt, you can delete it at any time.
Hover over the left panel, select Sales & Billing, then select Sales Receipts.
Locate the Sales Receipt you want to delete, hover over it, and click the three-dot menu at the end of the row.
Click Delete Sales Receipt.
Click Delete Sales Receipt to confirm.
If you're looking for specific steps for the Mobile App, please refer to our article on Creating and Managing Sales Receipts using the Mobile App.
If you have any questions about Quicken Simplifi, our support team is here to help.