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.
Tap the Menu (three-line) icon.
Select Sales & Billing, then select Sales Receipts.
Tap the + button in the upper-right corner.
Tap Create sales receipt.
Select the Business, then select the Client & Project.
Confirm the Sales Receipt # and Issue date.
Tap Edit or Add Items to add or edit items.
To remove an item, tap the X in the upper-right corner of the item.
To mark an item as taxable, select Taxable. Only one tax rate can be applied to each Sales Receipt.
Tap Continue.
Add a Discount 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, tap Select transaction, choose the transaction from the list, and tap 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 type and, if needed, enter a Reference #.
Tap PDF at the top to preview the Sales Receipt.
Tap Send To..., then enter or confirm the Email Address, Subject, and Email Message.
Tap Send.
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.
Tap the Menu (three-line) icon.
Select Accounts.
Select the account containing the transaction you want to use.
Select the transaction.
At the top, under Would you like to create a sales receipt from this transaction?, tap Yes.
Select or confirm the Business, then select or confirm the Client & Project.
Confirm the Sales Receipt # and Issue date.
Tap Edit or Add Items to add or edit items.
To remove an item, tap the X in the upper-right corner of the item.
To mark an item as taxable, select Taxable. Only one tax rate can be applied to each Sales Receipt.
Tap Continue.
Select a Payment type and, if needed, enter a Reference #.
Tap PDF at the top to preview the Sales Receipt.
Tap Send To..., then enter or confirm the Email Address, Subject, and Email Message.
Tap Send.
Duplicate a Sales Receipt
Duplicating a Sales Receipt lets you quickly create a new receipt using the same details as an existing one.
Tap the Menu (three-line) icon.
Select Sales & Billing, then select Sales Receipts.
Locate the Sales Receipt you want to duplicate and tap it.
Tap Duplicate sales receipt.
Make any necessary changes, then tap Save at the bottom to save the Sales Receipt, or tap Send to... to send it to the client.
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.
Tap the Menu (three-line) icon.
Select Sales & Billing, then select Sales Receipts.
Locate the Sales Receipt you want to edit and tap it.
Tap View sales receipt.
Tap Edit, then tap Got it in the message that appears.
Make the necessary changes, then tap Save at the bottom to save the Sales Receipt, or tap 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.
Tap the Menu (three-line) icon.
Select Sales & Billing, then select Sales Receipts.
Locate the Sales Receipt you want to delete and tap it.
Tap Delete sales receipt.
Tap Delete to confirm.
If you're looking for specific steps for the Web App, please refer to our article on Creating and Managing Sales Receipts.
If you have any questions about Quicken Simplifi, our support team is here to help.