• Record each sale separately. You use this method if you want to keep track of which customers are buying which products. This will track both customers’ purchases and inventory level.
• Record all sales in a batch. You use this method if you do not want to track which customers purchase which products by creating a batch at the end of the day. In other word, you do not create separate sale receipt for each sale, but only once at the end of your business day.
The sales receipt template is similar to invoice template and here is how to create one:
1. Click Create Sales Receipts icon from the Home page or select Customers > Enter Sales Receipts from the Main menu. Enter Sales Receipt window will open:
2. Customer:Job.
Enter your customer or job by clicking its drop down arrow. If you need to add a new customer or job, then select <Add New>. Once it’s selected, notice that the right pane will be populated with the selected customer Summary, Recent Transactions, and Notes if any.
3. Class. Fill in the appropriate class in the Class field if you have one.
4. Date. Fill in the appropriate date of the sales receipt.
5. Sale No.
You only need to fill in once i.e. the first time you create a sales receipt. You can use any number as a starting point and QuickBooks will automatically increment the invoice number the next time you use it.
6. Sold to. QuickBooks will populate information from your customer record.
7. Cheque No. Enter check number or leave it blank if payment is of other forms.
8. Payment Method. Choose one from the drop-down list.
9. Item.
Enter your item in the Item field from its drop down menu. Depending on the information you entered when you created your item, QuickBooks will populate the Description field and Rate field accordingly.
10. Description field will be populated automatically when you enter your Item field. You can change/add any detail if you want to.
11. Rate (Price Each) field will also automatically filled in, depending on the type of item you select.
12. Amount. QuickBooks automatically multiply the value you enter in the Quantity field with the value in the Rate (Price Each) field to yield the value here. But you can also change the value in this Amount field.
13. Tax. QuickBooks fills in Tax field with item’s taxable status you defined, and fills in the Tax box below the Amount column with the sales tax you defined in your customer record. It will automatically calculate the set tax amount.
14. Customer Message. Enter your defined customer message or select <Add New> to add a new message.
15. To be Printed & To be e-mailed check boxes. Select one or both according to your need.
16. Memo. Enter any text you which and remember that this text will not appear on the printed sales receipt, but does appear on statement.
17. Deposit to. Select one from the drop-down list.
18. Save & Close to save.