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Working with Cash Sales

A Cash sale is recorded when a Customer pays you in full when the sale is made.

The Cash Sale Document records:

  • What was sold.
  • The payment method (i.e debit card, credit card, etc).

In accounting terms, Cash Sales are recorded in your cash/ bank balance, while invoices are recorded in your Accounts Receivable Ledger (Sales Ledger).

Prerequisites


Entering Line Items
Working with Transactional Documents
Working with Items

How to create a new Cash Sale

See Creating new Transactions and Entering Line Items for the basic information.

How to process a payment

  1. On the bottom block, select the tab ‘Payment Method’.
  2. Choose the appropriate option in the dropdown field Payment Method.
  3. For Credit Card, additional fields will be added to the form. Complete these first.
  4. Choose the appropriate Payment Processor.
  5. Select Process Payment from the top bar.

See Entering Payment Details for more information.

Cash Sale Key Facts

  • Cash Sales are used when a Customer pays you in full.
  • Making a Cash Sale does not affect the associated Customer balance.
  • The Ref # is a unique identifier/number associated with the Document. See Working with Reference numbers (Ref #).
  • The Printed Document can be formatted with your company logo, colors etc. See Working with Document Templates.

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