Create a cash memo (aka sales receipt).
Learn how to create a cash memo/sales receipt in QuickBooks. We’ll also show you how to use the undeposited funds account, so you can group transactions together into a single deposit to match your bank records. Note that if a customer pays you for their purchase right away, you record a cash memo/sales receipt. But if they‘re going to pay you later, then you create an Invoice. We’ll go over that in a separate video.