To an Installer

Create a Sales Order

Select the Installer 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” or “Installer Supplies”

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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