Process a Cash Sale
Record cash transactions quickly and efficiently
Process a Cash Sale
Learn how to process cash sales and create invoices on the spot.
Video coming soon1:15
When to Use This
Use this workflow when:
- A customer pays in cash immediately
- You need to create an invoice and record payment at the same time
- Processing walk-in sales
Before You Start
Make sure you have:
- Customer information (name, email if available)
- Sale amount and description
- Cash payment received
Steps
Open Cash Sale Dialog
Navigate to Invoices and click Cash Sale or use the AI Assistant.
Enter Sale Details
Fill in:
- Customer information
- Sale amount
- Description
- Payment method (Cash)
For walk-in customers, you can use "Cash Customer" as a placeholder name.
Process Sale
Click Process Sale. An invoice is created and marked as paid automatically.
Using the AI Assistant
You can also say:
"Venta en efectivo de $500 para Juan Pérez por servicios"
or
"Cash sale $300, customer paid immediately"
The assistant will create the invoice and record the payment in one step.
What Happens Next
- Invoice is created
- Payment is recorded automatically
- Invoice is marked as "Paid"
- QuickBooks syncs automatically
- Receipt can be generated
Related
- Record a Payment - Record payments separately
- AI Assistant - Cash Sales - Learn about cash sale commands
- Payments Feature - Learn about payment capabilities