Record retail / cash takings

If your business is retail and deals with a high volume of lower value cash sales, entering these individual sales into the system can be time consuming. Find out more

Retail / cash takings are recorded by creating and paying a customer invoice. The customer will have previously created cash till.

1. Go to Sales > Sales Invoices then select Create new.

2. Select the required till from the Customer list and select the date the cash has been totalled in the till from the Issue Date.

3. Select Add Line Item then choose the required Sales Code.

4. Enter a Description, for example, Main Till cash up, then enter the Total amount of cash takings for that day / timeframe.

   If you want to record VAT on these sales, select a VAT Rate. The net Rate and VAT will then be reverse calculated.

5. Select Save.

6. Select Record payment.

7. Select the required till bank Account from the list and select Cash from the Method list.

8. Enter any Notes then select Save.