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