Case Types
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      1. Passare Pro
      2. Case management
      3. Case Types

      Create a Cash sale

      Use Cash sales to track miscellaneous sales outside of a contract, like additional death certificates.

      Create a Cash sale

      Click the plus icon and select Cash sale.

      Create cash sale case from plus icon

       

      Add the buyer's First and Last Name.

      If applicable, use the Case reference dropdown to search and select an existing case this sale is connected to.

      Cash sale case creation modal

       

      Add the item(s) to Goods & Services and record payment on Payments & Adjustments.

      Just like At-need, be sure to sign the Goods & Services page!

      Cash sale case navigation

      What's great about Cash sale is that the payment will go to accounting as its own transaction instead of an adjustment. (Your accountant will thank you.)

       

      Need more information?

       

      Need help? Email us at support@passare.com or call 1-800-692-5111.