Creating a Cash Invoice

  1. From the header bar, click Clear All >> New Document.

  2. Add Parts to the Document

  3. When done, click Invoice.

  4. 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.

  5. Click Pay.