Cash sales and the all-sales view

Review sales across document types and use the sale receipt process for cash or card sales.

Step by step

1. 1Open Sales → All Sales to review the available sales records, using the displayed filters to narrow your search.
2. 2Open the relevant source document to inspect its details, approval state, payment history and accounting effects.
3. 3Use Sales → Sale Receipts for the available cash/card sale process. Select the correct customer, branch, items and payment details.
4. 4Review the final amounts and complete the document using its available posting or approval action.
5. 5Check the sales record and receipt before recording any further payment, so the same sale is not collected twice.