Sales Receipts: Creating & Editing

Did you go to List, Templates, and select the one you want to Customize?

under what tab do you find list, I found item list & vendor list

The Lists>Templates is one way. Or you can also do it by opening a blank Sales Receipt and clicking on the "Customize" button. Then choose the template you want to customize and click "Edit". From there, you can click on several tabs to choose the columns, heading, font, etc. Or you can click on the "Layout Designer" button to further customize.

I have 3.3 pro, in a blank sales receipt there is no customize tab, any further help.

I have a potential client who is a mental health provider. She receives a single from Health Insurance companies for multiple clients. How does one record one A/R check against multiple patients?

Thanks

If she bills the Health Insurance company she can just use the receive payment feature against the specific incoices. If not, I would use the sales receipt feature found under customers, make individual receipts for each patient, mark each to group deposit with others, when finished go to deposit, the undeposited funds will display and then go ahead and deposit them.

Hope this helps.

Harvey

I don't think the Sales Receipt will work because you've probably already invoiced the patients and they've got outstanding A/R balances. Go to Receive Payments and record the amount of each patient's payment. On the Ref field include the check number of the insurance check that is paying the amount. I would put the name of the ins.company in the memo area. Just be sure to include them all in the deposit when you record that. If you are printing the deposit using QuickBooks, there is a printing preference you can check to combine all payment checks with the same ref number as one check on the deposit slip.

I tried that. I'm running premier version. The Deposit Summary will only summarize checks if the reference and the customer are the same.

Any other thoughts?

Thanks

How do I delete/edit a sales receipt that was posted to the wrong account? The receipt posted $25.00 to 4120 Count Your Blessing. It should have been posted to 4144 ECW.

I went to help, followed every instruction that was understandable. Was able to delete the entry from undeposited funds, also when I ran a quick report for account 4120, the entry was deleted.

I then tried to reenter the receipt and everything went fine when I used acct #4144 (the correct account). Problem is that it will not allow me to enter the amount for the receipt.

What do I do now?

You can do one of two things. From the sales receipt either ctrl D to delete the sale receipt or select a different account from the bottom of the sales receipt.

I set up a custom sales receipt on the sample company and saved it. Then I got on the memorized custom receipt and entered the item sold and the dollar amounts and it worked fine.
I did the same for the company I set up and everything was done in the same manner but it will not allow me to enter any dollar amounts. It jumps back to the item column when I try to enter the dollar amounts.

Try using the numbers on keyboard not the ones on the key-pad

Do you have an item setup and selected on the template? You must select an item before you can enter an amount.

Is there a way to always have the Sales Receipt Date default to today's date? If someone enters a future date, the next sales receipt keeps that date as the default.

In Edit>Preferences, under the General category, on the 'My Preferences' tab. Check the circle next to 'Use today's date as default'.

Sales Receipt transaction numbers show as "q" after entering a Sales Receipt (Sales No.:19995). Wondering if my data file is too big?

I would like to add Drop-Down box on my Sales Receipts that would have: Shipped Yes and Shipped No. So when we ship an order we can mark it as SHIPPED. I also want to be able to do a search or report for NOT SHIPPED, so I can see what needs to be attended to.

Currently, the only way I can do this is byusing the REP field and creating a REP called YES and one name NO. So I can now do a report for all sales from REP "NO" and see what has not shipped.

Is there a better way to handle this?

Petro
QB 2004 Premier

QB Pro 2005

Apologizing in advance if this is an obvious question & answer ...

How do I show on a sales receipt that payment has been received? I have started an eBay business, so I'm receiving the money and then doing the book-keeping. I want to be able to create a sales receipt (that I can print and send to the client w/the item) and I want it to show all of the details of the sale PLUS that payment was received.

If I go to Receive Payment and enter the amount that the client paid, then it shows that they have a credit.

How do I handle this?

Thanks in advance!
Laura

Your Sales Receipt is recording the payment, so you don't need to Receive Payment. Just print the Sales Receipt for your customer.

Receive Payment is to be used when you create an Invoice, which is to be paid at a later date. Invoices create an accounts receivable balance, Sales Receipts record payment at the time of the sale.

How do you lock a Sales Receipt so that it can not be edited, voided, or deleted? I would like to take all of yesterday's sales receipts (after making my deposit) and lock it to prevent it from being modified. I am using QB Premier 2005 Accounting Edition.