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Record cash payments

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If a customer uses cash to pay for one or more sales orders, record this transaction as a cash payment tender. When a cash payment tender is posted, a new payment entry is immediately created in the customer's ledger.

Steps

  1. In the search box, enter Sales Payments, and then choose the related link.

  2. Open the relevant sales payment.

  3. On the Actions tab, in the Payments group, choose Cash.

  4. On the Sales Payments - Cash page, fill in the fields.

  5. On the Actions tab, in the General group, choose Post to post the payment.