How to enter single payment for invoice and Sales Receipt? We use Quickbooks for our Church. The members of our church have a mandatory annual subscription amount (lets say $100). I have made all members as Customers in QB. I created customer invoices for $100 annual subscription. The Members also come with other [non mandatory] donations (Ex Charity). This is entered as “Sales Receipt” in QB. Here is the question. Lets say Customer comes with $200 check and he/she wishes to pay the Subscription ($100 as payment against invoice) and Charity ($100 as payment towards sales receipt). How can I do this as a single transaction?

QB Issue Resolution:

Answer 1:

QuickBooks Online doesn’t support combining an invoice and a sales receipt in a single transaction.

 

But I’ve got a workaround for you. You can consider creating a bank deposit to record a single transaction.

 

Here’s how:

1. Click on the Plus “+” icon and select Bank Deposit.
2. Scroll down and go to the section labeled Add funds to this deposit.
3. On the first line under Account, select Account Receivable.
4. On the second line, click Add new and named it Charity.
5  Enter 100 in each line under AMOUNT.
6. Enter a description in each line under DESCRIPTION. For example, you can enter “Annual Subscription Fee” and “Donations,” respectively.
7. Click Save and new (or Save and close).

 

Also, you might want to read this article relevant to your concern: How to record donations received

 

Answer 2:

Allow me to chime into this conversation and share some insights about recording your customer payments.

 

At this time, creating a payment deposit towards the A/R account does not automatically tag an invoice as paid. What you need to do is to first link the deposit to the invoice through the Receive Payment option. Check out this article to know more about linking deposits to invoice: How to link a deposit to an invoice

 

Also, deposit transactions does not have custom transaction numbers. You can, however, use Sales Receipts instead of deposits to record your customer payments with receipt numbers. Just make sure you’re using the Undeposited Funds account for you to deposit the payments together. Please see screenshot below:

 

 

Lastly, to print your payments, please follow the steps below:

1. Go to the Sales menu.
2. Go to the Customers tab.
3. Locate and click the customer name.
4. Go to the Transaction List section.
5. To print the Sales Receipt, click the Print link.
6. To print the invoice payment, click on the payment.
7. At the bottom part of the payment transaction, click on Print.

Resolution for Issue 'How to enter single payment for invoice and Sales Receipt? We use Quickbooks for our Church. The members of our church have a mandatory annual subscription amount (lets say $100). I have made all members as Customers in QB. I created customer invoices for $100 annual subscription. The Members also come with other [non mandatory] donations (Ex Charity). This is entered as “Sales Receipt” in QB. Here is the question. Lets say Customer comes with $200 check and he/she wishes to pay the Subscription ($100 as payment against invoice) and Charity ($100 as payment towards sales receipt). How can I do this as a single transaction?' available: Yes (Solved).
Source: Intuit Community forum.

How to enter single payment for invoice and Sales Receipt? We use Quickbooks for our Church. The members of our church have a mandatory annual subscription amount (lets say $100). I have made all members as Customers in QB. I created customer invoices for $100 annual subscription. The Members also come with other [non mandatory] donations (Ex Charity). This is entered as “Sales Receipt” in QB. Here is the question. Lets say Customer comes with $200 check and he/she wishes to pay the Subscription ($100 as payment against invoice) and Charity ($100 as payment towards sales receipt). How can I do this as a single transaction?: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.

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