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January 7, 2021
Question

How do i add transactions atm im creating an invoice rather than just saying job done entering payments are done when they pay

  • January 7, 2021
  • 1 reply
  • 0 views
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1 reply

AlexV
Level 10
January 7, 2021

Thanks for reaching out, usermarkbeadle84.

 

Invoice is used to record sales to be paid in the future. If you received the payment at the time of the sale, you'll want to create a sales receipt instead. You can follow these steps:

  1. Go to the + New and select Sales receipt.
  2. Choose a Customer, then enter the sales info.
  3. Enter line items for the products and services you sold.
  4. Select Save and close.

Also, I've added these links for more details on how to record sales transactions:

You can always post again if you have other concerns. I'll be here!