Cash Sale

Navigator > Tasks > Invoicing System > Enter Invoices > Cash Sale (Alt+C)

To enter a cash sale, enter Invoice details in the IN Invoice form. Banking details must be entered on the Charges tab for the invoice to become a Cash Sale. These can be entered for an OE Sales Order or IN Quote, and will be copied through when converted to an invoice. This allows for recording Credit Card payment details at the time the order is placed. Banking lines must balance before a Cash Sale can be processed.

Note: If a Stop Credit is applied to the Customer, the user must have Read or Write Permission for Invoice Stop Credits to issue a Cash Sale.


Bank Through		Selected, the invoice will immediately update the CB and not appear on the Banking Summary. This defaults to selected if the Customer and all Banking Media Lines have selected Bank Through.
Bank Account		Select the bank account to Bank Through to. Available when Bank Through is Selected.
	Save	The Invoice is saved and posted to the Customer account. An associated AR Receipt Transaction is created for the Customer account, allocated against the Invoice. The AR Receipt has the following details: Reference - the Invoice Number Date - the Invoice date Amount - the Invoice Total If Bank Through is not selected, for each Media line, an unbanked CB Banking Item is created. Any Unposted Invoices with Banking Details will be excluded from batch posting of Invoices, as they are posted when the Cash Sale is processed.
	Cancel	Cancels any changes.