Split Cash/Check payments & deposit slip

Create Payment Items. You can use as many different Payment Items as you wish on each Sales Receipt.

correct amount

ideas?

So, you're saying that on the Sales Receipt I can set the payment item to check, enter the line items convered by the check, then change the payment item to cash for the tip, and QB will track the payment type line item by line item? The way the user interface for payment item is set up, I got the distinct impression that you only got to pick one payment type for the Sales Receipt. Please clarify if you don't mind. Thanks very much. -- tom c

!-! is right, go to the Items/Services List, create a new item. You will notice that you can create payment items. (As many as your want, Cash, Check, MC, VISA, etc.) make sure to associate them correctly how you make your deposits.

On a Sales Receipt, do not use check number and payment method box for split payments. Under the item sold, put in the payment items that you have created as line items. That's all there is to it.

For some of my clients, we have customized a sales receipt form, removed the payment box. You could even go as far as adding the payment items to a Sales Receipt with zero amounts and memorize the form. I'm not sure it would save much time however. Most of my use this process for retail stores, when they Z-Out their cash registers.

Gary

Ah! I see how it works now. Thanks! -- tom c

hth

Gary