To draw from a customer account, do you:1) create a sales receipt?2) create an invoice?3) create a statement?4) or?

Thanks for reaching out to the Community, Gibson. I would be happy to assist you in drawing from your customer's account.

To begin with, let us understand the two processes that might fit your business needs. If your customer immediately pays for products or services, we can create a sales receipt.

On the other hand, if you plan to get paid in the future for products and services you sell, you can send your customers an invoice. We can then create a Receive Payment transaction once your customer pays for it

However, if your customers have outstanding balances or invoices that will soon be overdue, creating a customer statement is the best option.

Additionally, you can also receive retainers or deposits from customers before performing any services without creating customer sales receipts, invoices, and customer statements.

Should you need to look at your sales in QuickBooks Online, feel free to refer to this article to run your reports: Run reports to see your sales in QuickBooks.

This thread is always open for more questions on receiving customer payments and any other QuickBooks-related queries. The Community is available 24/7 to assist you. Stay safe.