To an Individual

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Video⁠

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If a contact already exists for the individual, skip to step 2. If you need to create a contact for the individual, follow steps 1a-1d

Create a Contact

Select Individual as the Contact Type

Deselect the checkbox for “lead”

Add a Delivery and Invoice Address

Create a Sales Order

Select the Individual as the customer

Add the product to the Order Lines Page

Add a Delivery Address and Invoice Address

Select a Tax Type

Service Location: You can put a reference such as “Cash Sale”

Confirm the Sales Order

Open the Pick Ticket and Assign the material that was sold

Pick the Pick Ticket

Return to the Sales Order

Click “Create Invoice”

Open Accounting > Accounts Receivable > Invoices

Search the SO# to pull up the invoice

Validate the Invoice

Open the invoice and click “Register Payment”

Choose Cash as the Payment Method

Enter the Paid Amount and Submit

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