Sales Receipt vs. Invoice

TruSync posts orders to QuickBooks as either a Sales Receipt or an Invoice, depending on how your store handles payment.

Sales Receipt — payment captured at checkout

If your store captures payment at the moment of purchase (Shopify, BigCommerce, WooCommerce, Wix), TruSync posts a Sales Receipt. The receipt already represents money received, which matches what actually happened — the customer paid immediately.

Invoice — payment handled by a marketplace

Marketplace stores (Amazon, eBay) don’t capture payment the way a merchant’s own storefront does — the marketplace collects payment from the buyer and pays the merchant later on its own settlement schedule. TruSync posts these as an Invoice instead, with sales tax left at zero since the marketplace already remits it as a facilitator. The later settlement report is what drives the Credit Memo for fees and the Bank Deposit.

Why this distinction matters

Using the wrong transaction type would misrepresent when and how you were actually paid. A Sales Receipt implies payment happened immediately; an Invoice implies payment is expected later. Matching the transaction type to the real payment timing is what lets your books and your bank deposits agree.

FAQ

Can I choose which transaction type TruSync uses for a store? No — it’s determined by the store’s payment model, not a setting you pick.

Does a Sales Receipt or Invoice change how tax is handled? Yes indirectly — Sales Receipt stores (your own storefront) collect and remit their own tax, while Invoice stores (marketplaces) post at zero tax since the marketplace already remitted it.

If Amazon orders are Invoices, do I need to send my customers an actual invoice? No — this is purely how the transaction is recorded in QuickBooks, not a document sent to the buyer.