Creating a New Cash Sale Account

Before you begin

Creating a New Cash Sale Account.

1. In the Scheduler main window, press the Job button.


2. Select New – This will prompt to choose between creating a new job or a new cash sale account.

  • Selecting New Jobs will allow you to create a new job account under the selected customers account.
  • Selecting New Cash Account will create a Customer Cash Account (CBD).


3. Select Cash Account


4. The New Cash Account Details window will display – Fill out the required information and press Create.


5. The cash account will automatically generate within the Current Jobs grid of the customer account

See our article Editing Job Details for instructions on updating the job details.


Was this article helpful?

0 out of 0 found this helpful
Have more questions? Submit a request

Comments (0 comments)

Please sign in to leave a comment.