How to Create Cash Invoices?

A cash invoice is used to document payments that are made immediately at the time the invoice is issued. It can include invoices for cash sales or point of sale invoices (POS).

Steps to Create a Cash Invoice

1. Go to "Sales" from the main menu and select "Cash Invoices".

2. Click on the "Create" button to create a new cash invoice.

3. Enter the following details:

   • Customer Name: Select the customer for whom the invoice is issued.

   • Amount Paid: Specify the amount the customer has paid.

   • Items: Select or enter details of the products or services sold.

   • Invoice Date: Specify the date of the invoice.

   • Payment Method: Choose the method of payment (e.g., Cash, Credit Card, Bank Transfer, etc.).

   • Notes: Add any additional notes if necessary.

4. After entering all details, click "Save as Draft" or "Finalize".

• You don’t need to complete all required fields in order to save the cash invoice as a draft, feel free to save your progress at any point and return to it later.

Notes

• Cash invoices are ideal for cases where payment is required immediately upon issuing the invoice, such as direct sales or cash payments.

• Once the cash invoice is finalized, its status will automatically change to "Paid," which differentiates it from regular invoices that require payment to be made after the invoice is approved.