kiran3
Level 1

How do i record my sale directly from bank feeds?

 
Jess H
Moderator

Banking

Hi kiran3,  

 

You can record a sale directly from the bank feed using a Sales Receipt:  

 

  1. Go to the Banking tab and click on a transaction to expand it.
  2. From the first dropdown menu, select Sales Receipt.
  3. Fill out the other fields as required (customer, tax code etc) then Add.

 I hope this helps!

 

- Jess