Cash Sale to an Installer

1. Create a Sales Order
2. Select the Installer as the customer
3. Add the product to the Order Lines Page
4. Add a Delivery Address and Invoice Address
5. Select a Tax Type
6. Service Location: You can put a reference such as “Cash Sale” or “Installer Supplies”
7. Confirm the Sales Order
8. Open the Pick Ticket and Assign the material that was sold
9. Pick the Pick Ticket
10. Return to the Sales Order
11. Click “Create Invoice”
12. Open Accounting > Accounts Receivable > Invoices
13. Search the SO# to pull up the invoice
14. Validate the Invoice
15. Open the invoice and click “Register Payment”
16. Choose Cash as the Payment Method
17. Enter the Paid Amount and Submit