A cash sale is a transaction that records the sale of goods or services for which you receive immediate payment.
To create a cash sale, follow these steps:
- Go to Transactions > Sales > Enter Cash Sales.
- In the Primary Information section, fill in the following information:
- Custom Form: Select a sales receipt form.
- Sale #: This field is filled in automatically. You can keep this value or enter your own number.
- Customer/Project: Select a customer or project.
- Location (This field may be located in the Classification section.)
- Date: This field is filled in automatically. You can keep this value or enter your own date.
- Start Date: If you use the Advanced Billing feature, enter the date for the first bill to be created.
- If the cash sale is created from a sales order that includes a start date and end date, those dates will be dilled in automatically on the cash sale when the order is billed.
- Posting Period: Select the period you want this cash sale to post to.
- Check #: If the customer is paying by check, enter the check number.
- Memo: Enter a memo to identify this cash sale. You can search for a transaction based on the contents of this field.
- In the Items tab, select Enable Item Line Shipping to specify a delivery location for each line. The tax calculation is based on the delivery state.
- In the Items tab, fill in the following information, then click Add:
- Item
- Quantity
- Amount (if not already filled in)
- Tax Code
- Ship To (if Enable Item Line Shipping is selected)
- Repeat step 4 for each item in the cash sale.
- Click Save.