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Entering sales over counter - no invoicing

KJ80KJ80 Member Posts: 6

Hi there!

I'm wondering if there is a way to enter daily sales over the counter or is it all only by Invoice? We have a restaurant/take away business and don't invoice our customers. I'm trying to find out how to just enter daily Cash & EFT sales but all I can find is about invoicing?

Can anyone assist with this?

Thank you :-)

in Sales & Invoicing Technical Support

Comments

  • MikegMikeg Member Posts: 995 ✭✭✭

    @KJ80,
    If you have your bank account connected, when transactions are imported you can record sales.

  • KJ80KJ80 Member Posts: 6
    Thanks for that Mikeg, I'll give it a go.
  • MikegMikeg Member Posts: 995 ✭✭✭

    @KJ80,
    No problem. You do not need to issue invoices to record sales. You can use the deposits in your bank account. Best of luck!

  • KJ80KJ80 Member Posts: 6
    Thank you. I have only one issue, we don't bank often so there aren't cash deposits to match my daily cash, is there a way to record the cash sales? The cash is used for paying some of our suppliers and bills which are recorded in the receipts/purchases section. I just can't record the cash sales.
  • MikegMikeg Member Posts: 995 ✭✭✭

    @KJ80,
    You can always manually enter your transaction. Go to Accounting/Transactions. Top of screen enter income. Complete fields, be sure to select the bank account. You can also record expenses the same way by clicking on record expense.

  • KJ80KJ80 Member Posts: 6

    Thank you so much Mikeg. The key was adding the bank account which I wouldn't have considered because bank rec is way too complicated for my transfers in and out. It is a very clever system I can see!

    Cheers, KJ

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