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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.
Select Create > Cash Sale
Add the First and Last Name of the purchaser and Save.
Use Case References to tie the payment to the original At-Need case.
This will help with accounting and reporting.
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 email@example.com or call 1-800-692-5111!