Create cash invoice

A cash invoice can be used when your customer wants to pay for a purchase in cash. The customer then receives a receipt showing that you received a cash payment.

To be able to create a cash invoice in Visma eAccounting Standard, you must specify Cash as payment terms for the customer.

  1. Select Sales - Sales invoices.
  2. Select New sales invoice.
  3. Choose the customer you want to invoice. Check that the customer's payment terms are set to Cash.
  4. Add the articles you want to invoice.

Add an article line by pressing Enter or clicking on the plus button at the end of the article line. Delete an article line by clicking on the minus button. To add a text line, click on Add new text row. You can change the order of text and article lines by clicking on the three dashes and using drag and drop to move the line where you want it.

  1. Do one of the following when you are finished with the invoice:
Post to ledger and send by email The cash note is sent automatically to the email address that is indicated for the customer in the customer register. The cash note is saved under All sales invoices.
Post to ledger and create PDF The cash note is saved as a PDF and can be printed out. The cash note is saved under All sales invoices.
Save draft The cash note is not entered and is saved under Drafts.

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