• This is for when:

  • Money received from a cash sale appears in the narrative in the Left Hand Box of the Bank Data screen and

  • You have used Add Cash Sale in My Sales to record the original sale.

• The Match To functionality enables you to allocate the money received against the record in My Sales, therefore allowing you to reconcile the sales made against the cash banked.

• This is useful for

• retail outlets that want to monitor the cash deposited in the bank against the total sales on the till,
• online businesses that pay commission to a third party agent

• Go to the Middle Box, and select the pre-stored contact called “Cash Sale” from the drop down menu.

• In the right hand box, the category My Sales Receipt will appear. This is correct.

• In the Match To area, a list of unpaid cash sales will appear.

• Click on Show All Results for a full list.

• Select the correct Cash Sale(s) in My Sales by ticking the box next to it.

• Tick to Save

• The Cash Sale in My Sales will update to reflect the payment made against it.