Set Up Cash Customers

You cannot create an invoice without a customer number. This is true, even if you make a cash sale and do not have anything to record in a customer account.

To set up a cash customer

  1. Choose the Search for Page or Report icon, enter Customer, and then choose the related link.
  2. Create a new Customer card. For more information, see Register New Customers.
  3. In the No. field, enter Cash, for example.
  4. In the Name field, enter Cash Sale, for example.
  5. On the Invoicing FastTab, fill in the Customer Posting Group and the Gen. Bus. Posting Group fields.

Now you have set up a customer that contains sufficient information for invoicing.

Note

You may have chosen a posting group that is also used for domestic credit sales. If you want to maintain separate data on cash sales, for example, with a special sales or receivables account, you can set up an extra posting group for this purpose.

You must enter a number for a receivables account for the posting group, even though the balance in this account will always be 0 after you post an invoice.

See Also

Managing Receivables
Register New Customers
Finance