Cash Sales

How do I handle a cash sale?

To set up payment methods for cash sales, follow these steps:

1. Choose Income Setup from the Income menu, and choose Payment Terms from the submenu.
2. Click the New button.
3. Enter details for a form of payment that you accept, then click OK.
4. Repeat steps 2 and 3 for each form of payment that you accept.

To make a cash sale, follow these steps:

1. Choose Sales from the Income menu.
2. Click the New button.
3. Enter details for the sale.
4. Click in the Payment Method field, and enter the form of payment.

To deposit cash sales, follow these steps:

1. Choose Deposit Funds from the Bank menu.
2. Enter Cash Sales by Date into the popup field at upper right.
3. Put a checkmark next to each sale that is ready to deposit now.
4. Click the Create Deposit button.

Click here to return to sales topics.

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