---
title: "Enter a cash sale"
description: "You can use a cash sale document to record an invoice that is fully paid at the time of its creation."
lang: en
languages:
en: https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-customer-ledger-documents/enter-a-cash-sale/index.md
lastmod: 2026-02-23
---
> Documentation index: https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/process-customer-ledger-documents/llms.txt
# Enter a cash sale
Last modified February 23, 2026
> You can use a cash sale document to record an invoice that is fully paid at the time of its creation.
You can use a cash sale document to record an invoice that is fully paid at the time of its creation.
You create a cash sale document by using the [Cash sales (AR304000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/cash-sales-ar304000/index.md) window. When the cash
sale document is released, a batch is created.
1. Go to the [Cash sales (AR304000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/cash-sales-ar304000/index.md) window.
1. Click .
1. In the **Type** field of the The top part, select **Cash sale**.
1. In the **Application date** field, select the date of the cash sale document.
By default, the current date is selected in the field, but you can
select another date.
The **Application period** field will
be filled out automatically, based on the selected document date.
1. In the **Customer** field, select the customer.
1. Check the customer location and change it if needed.
1. In the **Payment method** field, check the customer's default payment method. The cash sale must be paid by a method based on cash, check, or credit card.
1. Make sure the document currency matches the currency of the customer payment.
The currency may be overridden only if the **Allow currency override** check box is selected for the customer in the [Customers (AR303000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/customers-ar303000/index.md) window.
1. In the **Payment ref.** field, enter the reference number of the customer payment.
1. Optional: Enter a description of the cash sale.
1. In the columns of the **Document details** tab, enter the details of the cash sale document, following the instructions below for each line (transaction):
1. Click .
1. Optional: In the **Item ID** column, enter the item ID of the particular non-stock item or service paid for by the customer.
1. Optional: Enter the description of the transaction.
1. Optional: Enter the quantity of the item or service.
1. Optional: In the **UoM** column, enter the unit of measure used with the quantity.
1. Optional: In the **Unit price** column, enter the price per unit.
1. In the **Ext. price** column, enter the sale amount if the amount has not been filled in automatically (as it is when you have specified the quantity and the unit price).
1. Optional: To offer the customer a discount on this item or service, in the **Discount** column, enter the discount percentage. The system calculates the discount amount automatically as the extended price of the item multiplied by the discount percentage.
1. Check the **Amount** column, which displays the total for the line item (calculated by deducting the discount amount from the extended price).
1. Check the **Account** column and change it if needed.
1. Make sure the **Subaccount** column, which the system fills in, in accordance with the rule in the **Combine sales Sub. from** field of the [Customer ledger preferences (AR101000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-ledger-preferences-ar101000/index.md) window, has the value you want, and change it if necessary.
1. Optional: Select the **Commissionable** check box if commission is paid on the line amount.
1. Make sure the correct salesperson is specified, and select another salesperson if needed.
1. Optional: In the **Deferral code** column, select the deferral code defined in the system if the expenses related to the item or service must be recognised in future periods.
1. Optional: On the **Finance charges** tab, add the applicable charges or fees for processing this payment in the bank. For each applicable charge, do the following:
1. Click **Add row** to append a new row to the table.
1. In the **Entry type** column, select the entry type that designates the bank charge that applies to this cash sale.
1. In the **Amount** column, type the charge amount that applies to this document.
1. To save the document with the **On hold** status, make sure the **Hold** check box is selected.
1. To save the document with the **Balanced** status, follow the steps below:
+ In the **Payment amount** field of the **Invoice top part**, enter the total amount of the cash sale.
+ Make sure the **Hold** check box is cleared.
1. In the window toolbar, click .
Related pages
Concepts
Windows
---
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