Setting 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 Cash Customers:

  1. Open the Customer Card window.

  2. Press F3 to create a new customer.

  3. In the No. field, enter Cash, for example.

  4. In the Name field, enter Cash Sale, for example.

  5. On the Invoicing tab, in the Customer Posting Group field, click the AssistButton to see the Customer Posting Groups window.

  6. Select a code, and then click OK.

  7. On the Invoicing tab, in the Gen. Bus. Posting Group field, click the AssistButton to see the Gen. Business Posting Groups window.

  8. Select a code, and then click OK.

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.