What can clients do with sales receipts in QuickBooks Online?

Clients can add a new customer directly from the Sales Receipt screen in QuickBooks Online. This feature streamlines the process of managing customer records during the sales transaction. When creating a sales receipt, if the customer does not exist in the system, the user can efficiently add them on the spot. This capability is particularly useful for businesses that frequently deal with new customers, as it saves time and ensures that customer information is captured accurately at the moment of sale.

Adding a new customer in this context eliminates the need for additional steps later, which enhances workflow efficiency. This is in contrast to other options, which involve actions that are not available within the sales receipt functionality, such as creating multiple invoices at once or modifying existing invoices. Instead, the focus is on sales receipts being a direct means for recording a sale and managing customer relationships dynamically.