Create Customers

QuickBooks Online (QBO) tutorials for Customer Invoicing, Sales Receipt, Receive Payment and Bank Deposit

Mapping of Create Customers (Clients):

      From the Home page screen
      Select Create “+” sign (top middle)

Invoice: Bill your customer (client) and receive payment later (like 15 days/30 days).

Receive Payment: Record a payment received from a customer (client) against open invoice.

Estimate: Create a new estimate, quote, proposal, or (bid). Non-posting type. It can convert to Invoice. But, no progress invoice.

Credit Memo: Credit memo/refund for returned products or overbilling.

Sales Receipt: Bill your customer (client) and receive the payment at the same time.

Refund Receipt: Issue customer refund from bank checking account or Paypal account.

Delayed Credit: Create credit memo in advance for potential sales returns. Non-positing type. It can convert to credit memo.

Delayed Charge: Create invoice for pipeline revenue. Maintain sales backlog. Non-posting type. It can convert to Invoice.

Other related links:

Customers Center
Statement
Bank Deposit

Customers - Invoices, Sales Receipt, Receive Payment, Bank Deposit
Customers – Invoices, Sales Receipt, Receive Payment, Bank Deposit

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