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Cash sale receipt template word for Management

hello in this video we're going to learn how to record a cash sale so if you think about um working in an area where you have customers coming and going to purchase products um as well as customers calling and ordering um that's really two different ways that customers purchase products from your company they can either walk in pay cash and leave um or they can have an account with you where they call in an order you ship it and then build them so it's two different ways so if you look in your customer section on your home screen and again I'm in a sample Manufacturing Company um but if you look in the customer section you'll see that there is the receive payments button which in a previous lesson we already covered um so that's the area that we go to when we're receiving payment from a customer um who has been build for product that we have supplied them um so that's the process that we follow when when we've created an invoice and now we're being paid on that invoice but there's a separate button here called create a sales receipt and we use that one when we have a customer walking in with a cash sale um we don't need to have uh credit information on file because they're paying usually by cash or check only um and so it's a quicker and faster way to um check them out if you would um when they're ready to check out with their product so from the home screen you just click on create sales receipt and your sales receipt uh form will open up the customer you'll see that there is a customer setup called Cash sales so we would click on that we would click on the one that says cash sales and again the first thing we want to do is change the date so we'll change it to today's date um because you want to make sure your date is is um is current sale number the QuickBooks will keep track of each of these sales receipts as they create them you'll see in the sold box that it's been sold to cash sales so we don't need customer information at this point we can choose the payment method so if they're paying cash we would just simply put cash there and then we would carry on if they're paying by check we would put that in there and then we would type in the check number that's on their check and then we go through just like gets an invoice and we uh check the items that they are purchasing so um we can choose disc Brak adapters and they purchased two of them and then we can go back down here and we can put in some bearings and they purchased four of the bearings okay so QuickBooks automatically extends the amount um multiplies it by the quantity puts the amount over there cash sales has been set up with a tax code of G you can see that down here so that means that GST will be um applied in all these cases um so there are some preset customer messages that we could put in there because we're going to print this out and this is the receipt that the customer will be handed as well uh so we could put it's been a pleasure serving you and in the memo we could put something like um items can be returned within 10 days right whatever message you need to put um on the invoice for the customer the tax code is G so QuickBooks automatically applied the GST rate um to come up with the total so you check all of your screens you make sure you've got everything in there the items that the customer is purchasing uh the date is correct the quantities and the amounts um any messages that you want to put and then you just you just simply click on Save and close and that's really all that you um need to do to set up a sales receipt um we will get this message because we're working with uh dates that are either in the past or in the future because we're in a sample file so it just says um um do we want to continue and we say yes and we're going to save anyway because we don't need to save the class of uh cash sales and that's all you need to know