Creating a Cash Invoice
- From the header bar, click Clear All >> New Document.
- Add Parts to the Document
- When done, click Invoice.
- In the Invoice Confirmation window, enter information for the following:
- Invoice Date
- Payment Method
All other information as needed.
IMPORTANT - Assign Sales Class to invoice drop-down box:
- It is best to leave this option blank so that each item on the invoice will default to the Default Sales Class Code that you have previously assigned to it.
- If you make a selection in this drop-down, it will assign the selected Sales Class to the ENTIRE invoice. This will create accounting problems if you export data to QuickBooks.
- Click Pay.
