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Create a Sales Receipts for QuickBooks Online Accounts

How to use Sales Receipts if Method is connected to QuickBooks Online.

Updated today

A Sales Receipt can be created in Method using the Sales Receipts App. This article will explain the different parts of the Sales Receipt screen.

There are minor differences when creating a sales receipt for Method depending on whether or not you have QuickBooks Online, or QuickBooks Desktop. If you are using QuickBooks Desktop, please see our article Create a Sales Receipt in Method for QuickBooks Desktop Accounts.

πŸ“Œ Note: Sales receipts are saved as soon as you create a sales receipt and select a customer for that sales receipt, even without hitting the save button.


Create a new Sales Receipt

  1. To create a new Sales Receipt, click βŠ• New on your Sales Receipts App, or click βŠ• New Sales Receipt from your Sales Receipt List.

  2. This opens your New Sales Receipt screen. Choose a customer to associate with this receipt. This opens up more fields to be filled out.

  3. The top will show the total, the customer, and on the right, the open and closed activities related to this sales receipt. Because this is a brand new transaction, there won't be any activities related to it yet.


Sales Receipt Details

When you select a customer, the billing and shipping addresses for that customer will populate for the sales receipt. You will have the option to choose a different ship address if you have multiple shipping addresses for your customer.

With the remaining fields, all of them are option other than the Customer and Date.

Date*

Date of transaction

Sale #

Will be auto-calculated either by QuickBooks or Method if left blank.

Assigned To

Method user assigned to this transaction.

Tags

Label and categorize your transaction. (See Tags.)

Opportunity

The opportunity this sales receipt is associated with.

Wait for sync approval?

Prevents the sales receipt from syncing to QuickBooks until a user unchecks this option and saves.

The next fields deal with payment options:

Payment Method

Type of payment.

Deposit to Account

Choose the account the payment will initially be deposited in. This field is populated by QuickBooks.

Reference #

Assign a reference number if applicable. May be automatically assigned by payment gateway.

Process with Payment Gateway

If you have a payment gateway set up, you can immediately process the sales receipt with a selected payment gateway. Once a payment has been processed:

  • Checkbox to process payment gateway will no longer appear.

  • Reference # will be filled with the appropriate reference number from the payment gateway.


Sales Receipt Line Items

Line items are added to the Sales Receipt using the Line Items grid. Items available are taken from the Items App which is synced with your QuickBooks account. By clicking on a row, each column (other than the Amount) can be edited to fill in details for each line item.

Click inside the line item to grid to add QuickBooks items to this sales receipt. To add more lines, select the Add Lines button.

If you are viewing on mobile, adding new items is done via a separate screen.

⚠️ Note: Line items are not saved until you save the whole sales receipt. If you updated the line items and log out of your session, they will not be saved in the sales receipt.


Sales Receipt Totals

At the bottom of the screen, you will see your total as well as other details.

Memo (Internal)

An internal note for yourself and other Method Users with access to this transaction. The memo is not visible to the customer.

Customer Message

Message to appear on your transaction for the customer to see (e.g. "looking forward to your business").

Attachments

Add a file to this transaction. Attachments do not sync to QuickBooks.

Taxes

Sales Tax for this transaction.

Discount

Enter in a percentage of how much you wish to discount the transaction.

Shipping

Shipping costs if applicable.


Sales Receipt Buttons

With the buttons, clicking the down arrow () will show you more options:

More Actions ():

Clear / New

Clear the form and create a new sales receipt.

Delete

Delete the sales receipt. This cannot be undone.

Make a copy

Duplicate the sales receipt.

Print

Creates a pdf file of the sales receipt which you can print. Ensure your pop-ups are not blocked. The pdf is created using a template chosen within the app's preferences. The PDF link created will expire within 5 to 10 minutes. You should not reference the link in any permanent document.

Send ()

Email

Email the customer a link to their portal where they will be able to view their transactions online. You will get a preview and the option to make edits before sending it out.

SMS

Send an SMS to customer with a link to their portal where they will be able to view their transactions online. You will get a preview and the option to make edits before sending it out. Only shows if SMS is enabled in your account.

Save ():

Save & New

Save the sales receipt and clear the form to enter in a new sales receipt.

Save & Back

Save the sales receipt and go to the previous screen.

Once saved, your sales receipt will be visible in your Sales Receipt List.

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