# Cash Sales

**URL:** <https://forum.manager.io/t/cash-sales/4036>\
**Category:** Uncategorized\
**Created:** [November 4, 2015, 2:45pm UTC](https://forum.manager.io/t/cash-sales/4036 "2015-11-04T14:45:32Z")\
**Posts on this page:** 12\
**Page:** 1

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**Author:** ![NakodaTraders](https://avatars.discourse-cdn.com/v4/letter/n/8edcca/32.png) [@NakodaTraders](https://forum.manager.io/u/NakodaTraders)\
**Post date:** [November 4, 2015, 2:45pm UTC](https://forum.manager.io/t/cash-sales/4036/1 "2015-11-04T14:45:32Z")

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How do I Make Cash Sales Invoice, Now I have made a cash sales A/c in customers and have to receive them invoice by invoice. If there is a Plain Cash Sales Invoice it will be very helpful and time saving.

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**Author:** ![rully\_p](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/rully_p/32/2503_2.png) [@rully\_p](https://forum.manager.io/u/rully_p)\
**Post date:** [November 4, 2015, 6:02pm UTC](https://forum.manager.io/t/cash-sales/4036/2 "2015-11-04T18:02:38Z")

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Hi,

What do you mean with cash sales invoice ?  
What the difference with non cash sales invoice ?  
I think sales invoice will always be a sales invoice whatever payment method that the customer use.

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**Author:** ![NakodaTraders](https://avatars.discourse-cdn.com/v4/letter/n/8edcca/32.png) [@NakodaTraders](https://forum.manager.io/u/NakodaTraders)\
**Post date:** [November 5, 2015, 2:59am UTC](https://forum.manager.io/t/cash-sales/4036/3 "2015-11-05T02:59:07Z")

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Right now we have to make an invoice and then receive money.like this takes 2 steps to complete the transaction. One to make an invoice and another to receive the payment. But is there any option where cash sales (which are paid at the time of making the invoice ) be done? No need to to do two process to complete the transaction. One transaction and the sale is done and the cash is received in the account.

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**Author:** ![lubos](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/lubos/32/62798_2.png) [@lubos](https://forum.manager.io/u/lubos)\
**Post date:** [November 5, 2015, 5:15am UTC](https://forum.manager.io/t/cash-sales/4036/4 "2015-11-05T05:15:33Z")

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You can simply go to `Bank accounts` or `Cash accounts` tab and record sale there.

Then you categorize the sale to some income account instead of `Accounts receivable` or `Customer credits` account.

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**Author:** ![JissAbraham](https://avatars.discourse-cdn.com/v4/letter/j/b9bd4f/32.png) [@JissAbraham](https://forum.manager.io/u/JissAbraham)\
**Post date:** [July 6, 2016, 9:57am UTC](https://forum.manager.io/t/cash-sales/4036/5 "2016-07-06T09:57:24Z")

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u can make like that but you are not getting default print based on your template. please make a dropdown menu to make it cash sale or credit sale it would be easy

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**Author:** ![Julian](https://avatars.discourse-cdn.com/v4/letter/j/74df32/32.png) [@Julian](https://forum.manager.io/u/Julian)\
**Post date:** [July 11, 2016, 12:00pm UTC](https://forum.manager.io/t/cash-sales/4036/6 "2016-07-11T12:00:53Z")

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where and how could the dropdown menu be set up? thanks

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**Author:** ![Brucanna](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/brucanna/32/1960_2.png) [@Brucanna](https://forum.manager.io/u/Brucanna)\
**Post date:** [July 11, 2016, 12:03pm UTC](https://forum.manager.io/t/cash-sales/4036/7 "2016-07-11T12:03:36Z")

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It can’t be set up

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**Author:** ![ntrim](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/ntrim/32/18838_2.png) [@ntrim](https://forum.manager.io/u/ntrim)\
**Post date:** [July 11, 2016, 12:42pm UTC](https://forum.manager.io/t/cash-sales/4036/8 "2016-07-11T12:42:00Z")

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I think @JissAbraham means to create the dropdown list as Custom Field to Sales Invoice section of Custom Fields screen and type there your values and when create you invoice you can select from the list.

Then you have to design custom template for printing Sales Invoices containing the custom field.

That’s the way I’ve done it.

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**Author:** ![abj](https://avatars.discourse-cdn.com/v4/letter/a/9d8465/32.png) [@abj](https://forum.manager.io/u/abj)\
**Post date:** [November 10, 2020, 8:51pm UTC](https://forum.manager.io/t/cash-sales/4036/9 "2020-11-10T20:51:44Z")

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I think it worth opening another conversation on this subject as I have the problem of wanting to be able to get a report on receipts listed by “customers” I use manager to record payments for our local hall hire and 90% of regular users don’t require an invoice. However to get a report with a summary of each user over twelve months i have found the only way is to list them as customers, create an invoice then receipt this which will then give me a report. Is there a better way to do this?

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**Author:** ![Tut](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/tut/32/3286_2.png) [@Tut](https://forum.manager.io/u/Tut)\
**Post date:** [November 10, 2020, 10:15pm UTC](https://forum.manager.io/t/cash-sales/4036/10 "2020-11-10T22:15:10Z")

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You can copy the Receipts & Payments tab list after searching for a customer, then paste into a spreadsheet.

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**Author:** ![Patch](https://avatars.discourse-cdn.com/v4/letter/p/a183cd/32.png) [@Patch](https://forum.manager.io/u/Patch)\
**Post date:** [November 10, 2020, 11:28pm UTC](https://forum.manager.io/t/cash-sales/4036/11 "2020-11-10T23:28:52Z")

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You could wait for this idea to be implemented

> [@Cash transactions not included on statements](https://forum.manager.io/t/cash-transactions-not-included-on-statements/30485):
>
> customer statement doesn’t show customers who opted for cash payment.Any body else experiencing the same?

Or recurrent invoices for each member may also work (for the periodic membership payment).

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**Author:** ![Ealfardan](https://sea1.discourse-cdn.com/flex019/user_avatar/forum.manager.io/ealfardan/32/63166_2.png) [@Ealfardan](https://forum.manager.io/u/Ealfardan)\
**Post date:** [January 18, 2023, 2:52pm UTC](https://forum.manager.io/t/cash-sales/4036/12 "2023-01-18T14:52:27Z")

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Closed on January 18, 2023, 2:52pm UTC


