If this transaction is for a customer whose history you don’t want to track, you can leave the Customer field empty. In this case, the label to the right of the Customer field will read Cash Transaction. This does not reflect the payment method for the sale, but rather the fact that no customer information is saved and no information is sent to Accounts Receivable. If the Sales module is not integrated to Accounts Receivable, you can still enter customer information; however, you will not have access to certain options, such as looking up the customer’s transaction history or tendering the sale with a customer charge.

If Sales is integrated to Accounts Receivable, you will have immediate access to your customers’ sales and financial history.