How to Record a Cash Sale

Note: A cash sale records a payment at the time you make a sale. If you allow a customer to delay payment, you should record this as an invoice.

To record a cash sale, click File > New > Money Received. The Money Received window will appear:

General Payment

Note: The Type will default to 'General Payment' only if the customer has no outstanding invoices.

Enter the details into the following fields:

Click 'OK' to save the payment. The new transaction will appear in the Transactions list (menu Window > Transactions).