- Depending on when you'll be receiving the payment there are two ways to deal with sales transactions:
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For a deferred payment, create invoices and receive payments against them.
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For an immediate payment, use sales receipts.
Invoicing:
- Choose the Create "+" icon > Invoice to create the invoice.
- Choose the Create "+" icon > Receive Payment to close out the invoice. If you deposit a payment from the Bank Deposit screen after entering an invoice, the payment won't be linked to the invoice and the invoice will appear as unpaid in your books.
Using Sales Receipts:
- Choose the Create "+" icon > Sales Receipt to create the sales receipt.
- Here, the payment portion is part of the transaction. Enter the payment information at the same time you are entering the sale.