Thursday, April 4, 2019

Create a Cash Sale without Charging the Credit Card

Create a Cash Sale without charging the credit card

1. Navigate to Transactions > Sales > Enter Cash Sales.

2. Enter the Customer Name, Date, Location and Posting Period.

3. On the Items portlet, enter the items being ordered.

4. Under Billing tab, make sure that the Payment Method and Credit Card Select are blank. If there are values on these fields, then the status will be Unapproved Customer Payment.

5. Unmark the Charge Credit Card check box.

6. Under Accounting tab. choose the Account.

7. Hit Save.



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