New Feature Alert: Sales Receipts for Quicken Business & Personal!
Sales Receipts are a great way to provide clients with proof of payment—perfect for on-the-spot payments, situations where a formal invoice isn’t needed, when a client wants confirmation that an invoice has been paid, or even to document completed work for your own records.
The Sales Receipts feature is now live in Early Access on both the Web and Mobile Apps for Quicken Business & Personal, making it easy to create and manage receipts wherever you work.
With Sales Receipts, you can:
- Create Sales Receipts directly from Sales & Billing or from an existing downloaded transaction
- Send Sales Receipts to clients by email, or mark them as sent if shared another way
- Add items, expenses, discounts, taxes, and more—just like with Invoices
- Manage receipts with familiar tools, including viewing a PDF copy, editing and re-sending, or deleting receipts that are no longer needed
Sales Receipts help you maintain clear records of client payments while providing clients with a professional confirmation of their purchase.
For step-by-step instructions on creating and managing Sales Receipts on both Web and Mobile, check out the full support article here: Creating and Managing Sales Receipts
Let us know what you think of Sales Receipts by visiting our feedback post!
-Coach Natalie