Overview
Using Sales Receipts makes it easy to provide clients with a record of payment for your products or services. Similar to the receipt you receive after making a purchase in a store, Sales Receipts confirm that payment has been received and the transaction is complete.
Unlike invoices, which request payment before or during work, Sales Receipts are used after payment is received. This makes them ideal for on-the-spot payments, situations where a formal invoice isn’t needed, when a client wants confirmation that an invoice has been paid, or even to document completed work for your own records.
Note: Sales Receipts are currently available in Early Access only.
Create a Sales Receipt
You can create Sales Receipts directly from the Sales & Billing section. When doing so, you’ll either select an existing transaction or have one automatically created using the details from the sales receipt.
Create a Sales Receipt on the Web App
Hover over the left panel and select Sales & Billing and then Sales Receipts.
Click the + Create button in the upper right.
Select the Business and then select the Client & Project.
Confirm the Issue Date and the Sales Receipt #.
Add or edit items using the + Add Item button.
You can delete any of the items listed by clicking the trash can icon at the end of the row.
Mark taxable items by checking Taxable; only one tax rate applies per sales receipt.
You can add a dollar or percentage discount on the sales receipt.
You can also add notes to the sales receipt.
Under Payment details, select Yes or No to indicate if there is an existing transaction for the sales receipt.
If Yes, click Select Transaction, choose the transaction from the list, and then click Confirm.
Please note that the amount listed in the sales receipt needs to match the transaction amount.
If No, select the account the transaction will be deposited into, as Quicken Business & Personal will create a transaction using the sales receipt details.
Select a Payment method, and then enter a Reference # if you'd like.
Click the Preview tab at the top to view your final sales receipt.
Click Send to... and then enter or confirm the Email Address, Subject, and Email Message. Click Send when done.
If you are sending the sales receipt another way, select Mark as Sent (No Email).
Create a Sales Receipt on the Mobile App
Tap the Menu (three-line) icon.
Select Sales & Billing, and then select Sales Receipts.
Tap the plus (+) button in the upper right.
Tap Create sales receipt.
Select the Business and then select the Client & Project.
Confirm the Sales Receipt # and the Issue date.
Add or edit items using the Edit or Add Items button.
From the Edit or Add Items screen, you can delete any of the items listed by tapping the 'X' to the upper right of the item.
Mark taxable items by checking Taxable; only one tax rate applies per sales receipt.
Tap Continue when done.
You can add a dollar or percentage discount on the sales receipt.
You can also add notes to the sales receipt.
Under Payment details, select Yes or No to indicate if there is an existing transaction for the sales receipt.
If Yes, tap Select transaction, choose the transaction from the list, and then tap Confirm.
Please note that the amount listed in the sales receipt needs to match the transaction amount.
If No, select the account the transaction will be deposited into, as Quicken Business & Personal will create a transaction using the sales receipt details.
Select a Payment type and then enter a Reference # if you'd like.
Once done, you can tap the PDF button at the top to view your final sales receipt.
Tap Send To... and then enter or confirm the Email Address, Subject, and Email Message.
Tap Send when done.
Create a Sales Receipt From a Transaction
You can also create Sales Receipts directly from transactions. Please note that the transaction must be downloaded; manually entered transactions cannot be used to create a Sales Receipt.
Create a Sales Receipt From a Transaction on the Web App
Hover over the left panel and select Transactions.
Locate the account that has the transaction you want to generate a sales receipt from and click on it.
Locate the transaction you want to generate a sales receipt from, hover over it, then click the three dots at the end of it.
Click Create sales receipt.
Select or confirm the Business, and then select or confirm the Client & Project.
Confirm the Issue Date and the Sales Receipt #.
Add or edit items using the + Add Item button.
Mark taxable items by checking Taxable; only one tax rate applies per invoice.
Please note that the amount listed in the sales receipt needs to match the transaction amount.
You can add a dollar or percentage discount on the sales receipt.
You can also add notes to the sales receipt.
Select a Payment method, and then enter a Reference # if you'd like.
Click the Preview tab at the top to view your final sales receipt.
Click Send to... and then enter or confirm the Email Address, Subject, and Email Message. Click Send when done.
If you are sending the invoice another way, select Mark as Sent (No Email).
Create a Sales Receipt From a Transaction on the Mobile App
Tap the Menu (three-line) icon.
Select Accounts.
Locate the account that has the transaction you want to generate a sales receipt from and tap on it.
Locate the transaction you want to generate a sales receipt from and tap on it.
Tap Yes from the Would you like to create a sales receipt from this transaction? section at the top.
Select or confirm the Business and then select or confirm the Client & Project.
Confirm the Sales Receipt # and the Issue date.
Add or edit items using the Edit or Add Items button.
From the Edit or Add Items screen, you can delete any of the items listed by tapping the 'X' to the upper right of the item.
Mark taxable items by checking Taxable; only one tax rate applies per sales receipt.
Tap Continue when done.
Select a Payment type, and then enter a Reference # if you'd like.
Once done, you can tap the PDF button at the top to view your final sales receipt.
Tap Send To... and then enter or confirm the Email Address, Subject, and Email Message.
Tap Send when done.
Duplicate a Sales Receipt
By duplicating a sales receipt, you can easily generate a new one that retains the same details with a simple click of a button!
Duplicate a Sales Receipt on the Web App
Hover over the left panel and select Sales & Billing and then Sales Receipts.
Locate the sales receipt you'd like to duplicate, hover over it, then click the three dots at the end of it.
Click Duplicate sales receipt.
Select the Edit tab at the top to make any changes.
Click Send to... and then enter or confirm the Email Address, Subject, and Email Message. Click Send when done.
If you are sending the invoice another way, select Mark as Sent (No Email).
Duplicate a Sales Receipt on the Mobile App
Tap the Menu (three-line) icon.
Select Sales & Billing, and then select Sales Receipts.
Locate the sales receipt you want to duplicate and tap on it.
Tap Duplicate sales receipt.
Make any necessary changes, and then click Save at the bottom to save the sales receipt, or Send to... to send the sales receipt to the client.
Edit a Sales Receipt
You can easily edit any Sales Receipts! If you have already sent the Sales Receipt, you will be able to re-send it after the changes are made.
Edit a Sales Receipt on the Web App
Hover over the left panel and select Sales & Billing and then Sales Receipts.
Locate the sales receipt you'd like to edit, hover over it, then click the three dots at the end of it.
Click View sales receipt.
Select the Edit tab at the top.
If the sales receipt has already been sent, click Continue in the message that pops up.
Make the necessary changes, and then click Save at the top to save the sales receipt, or Send to... to send the sales receipt to the client.
Edit a Sales Receipt on the Mobile App
Tap the Menu (three-line) icon.
Select Sales & Billing, and then select Sales Receipts.
Locate the sales receipt you want to edit and tap on it.
Tap View sales receipt.
Tap the Edit button, and then tap Got it in the message that pops up.
Make the necessary changes, and then click Save at the bottom to save the sales receipt, or Send to... to send the sales receipt to the client.
Delete a Sales Receipt
If you need to delete a Sales Receipt, you can do so at any time.
Delete a Sales Receipt on the Web App
Hover over the left panel and select Sales & Billing and then Sales Receipts.
Locate the sales receipt you'd like to edit, hover over it, then click the three dots at the end of it.
Click Delete sales receipt.
Click Delete Sales Receipt to confirm.
Delete a Sales Receipt on the Mobile App
Tap the Menu (three-line) icon.
Select Sales & Billing, and then select Sales Receipts.
Locate the sales receipt you want to delete and tap on it.
Tap Delete sales receipt.
Tap Delete to confirm.
If you need any assistance creating or sending Sales Receipts in Quicken Business & Personal, our Support Team is just a click away!