Learn how to create a cash sale.

1. Go to Transactions > Sales > Enter Cash Sales.
2. In the Primary Information section, select the appropriate values in the following fields:

   • Custom Form

   • Customer/Project

   • Location

   • Posting Period

   Note: The Location field might be located in the Classification section.
3. Enter the following information:

   Sale #

   This field autopopulates. You can keep this value or enter a different number.

   Date

   This field autopopulates. You can keep this date or enter a different date.

   Start Date

   If you use the Advanced Billing feature, enter the date when the first bill is to be created.

   Note:

   If the cash sale is created from a sales order that includes a start and end date, those dates will autopopulate when the order is billed.

   Check #

   If the customer is paying by check, enter the check number.

   Memo

   Enter a note that will help identify this cash sale. You can search for transactions based on the contents of this field.

4. Click the Items tab.
5. Optional: To specify a delivery location for each item, select Enable Item Line Shipping.
6. Enter the following information, then click Add:

   • Item

   • Quantity

   • Amount (if not already filled in)

   • Tax Code

   • Ship To (if line item shipping is enabled)

7. Repeat step 6 for each item in the cash sale.
8. Click Save.