Cash sales invoice

1

After updating inventory, can a direct sales invoice for a customer be made that would reduce inventory and update payment?

2

Ok so what you need to do is create sales invoices.
If you use inventory then you can link the sales invoice to the inventory item bought.
That will mean when you create the sales invoice inventory will be reduced.

Now to record a payment you will need to use a receipt.
You link that with the sales invoice through the sales invoice number.

If you are running a store for example and a customer walks in
and buys something, and pays you on the spot.
Then you will make only a receipt linking that with the inventory item that was bought.

I hope this answers your question!

3

Many thanks M. Your last paragraph is where im at, but having done that, the customer account is still showing as “UNPAID”

4

That seems like you created a Sales Invoice AND recorded a cash sale using a Receipt transaction

You shouldn’t do both as this records the the sale twice and doesn’t reduce the customer balance

Please show the EDIT screens of your transactions

5

This would seem true as I did.
what’s the best way to record the transaction?.

6

Many thanks Joe91

7

Look at:

https://www2.manager.io/guides/7178

Or if not wanting to use sales invoices

https://www2.manager.io/guides/7321

More importantly related to your question, see how to record a receipt from a sales invoice. It explains 2 ways.

https://www2.manager.io/guides/7820

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