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Create a cash sale

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

Create a cash sale

Hover over the plus icon and select Case > Cash sale.

Add > Case > Cash sale

 

You will fill out the information for whoever is purchasing items.

Add the buyer's First and Last Name.

If applicable, use the Case reference dropdown to 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.