How to Create Cash Sales (New Vers.)

Cash sales allow businesses to record and process transactions where payment is received immediately. This ensures quick revenue collection, reduces outstanding receivables, and simplifies financial tracking.

Learn How To

1. Enable Cash Sale
2. Create Cash Sales
3. Change running number and format
4. Filter Cash Sale

Enable Cash Sale

1. Click on Settings

2. Click on Sales

3. Check Enable cash sales feature

Create Cash Sales

4. Click on Sales Invoices

5. Click on Add New

6. Click on Sales Invoices

7. Click on the three-dot menu

8. Click on Settings

9. Select Document Type and choose Cash Sale

10. Click on Apply

11. Fill in the information for the new invoice

12. Click on Save

13. You can see the Reference Number for the cash sales invoice

Change running number and format

14. To change the running number, go to Settings, select Sales, and click on Next Running Number

15. You can update the Cash Sales Running Number manually or click the refresh button to generate the latest running number

16. Enable the toggle to ensure the running number is generated based on the month and year

17. Set the running number

(To make use of this feature, you have to set the month and the year in your Numbering Format)

18. In Sales settings, Click on Numbering Format

19. Edit the cash sales field

20. Enter the numbering format as CASH-{{YY}}{{MM}}-{{NUM4}}

21. On the Sales Invoices page, the reference number now includes the month and year

Filter Cash Sale

22. Click on the settings button

23. Click on Cash Sale

24. Click on Apply