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Administrator Guide
Last Updated: 2023-06-23
Manage Cash Sales

Manage Cash Sales

These security domains in the Customer Accounts functional area:
  • Process: Cash Sale Payment - Cancel
  • Process: Cash Sale Payment - Change
  • Process: Cash Sale Payment - Core
Use the
Find Customer Payments
 report to review your cash sales and manage them using the related actions menu. You can maintain separate security groups that can change or cancel cash sales after you've approved them.
  1. Access the
    Find Customer Payments
     report.
  2. Select the
    Include Cash Sales
     checkbox.
  3. (Optional) Specify any of the other filter options to limit the payments list.
  4. From the related actions menu of the cash sale, select
    Cash Sale
    , then 1 of these:
    Option
    Considerations
    Cancel
    If the cash sale is part of a separate deposit, you must cancel the deposit before you can cancel the cash sale. You can only access this option when you have access to the
    Process: Cash Sale Payment - Cancel
     domain.
    Change
    You can change a cash sale after you've approved it. You can't change cash sales if they're part of a separate deposit. You can only access this option when you have access to the
    Process: Cash Sale Payment - Change
     domain.
    Copy
    You can copy cash sales to avoid manual work and automatically populate values, such as customer information, to a new cash sale.
    Edit
    You can edit a cash sale while it's in draft status.