Create a cash sale case

Use Cash Sale cases to track miscellaneous transactions that happen outside of an At-Need contract. Such as a family that comes back in to request more death certificates.

Cash sale

Select Create > Cash Sale

Add the First and Last Name of the purchaser and Create.

to create a cash sale select create, cash sale, then complete first and last name and create


Use Case References to tie the payment to the original At-Need case.

This will help with accounting and reporting.

use the case references drop-down to select a case this case should be tied to


Add Goods & Services and manage Payments & Adjustments.

Just like At-Need, you will need to sign the Goods & Services page!

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 help? Email us at or call 1-800-692-5111.