If an account customer wants to pay for an invoice on the spot instead of putting it on their account, you can change the invoice type from Account to Cash. This guide shows you how.
Step 1: Change the Account Type to Cash
- Create the invoice as normal — select the customer and add vehicle details if applicable.
- Click the toggle underneath Account Type to change it from Account to Cash.
Step 2: Process the Invoice
- Enter all line items and details on the invoice.
- Click Process.
- The invoice will process as a cash invoice and prompt you for payment details.
- Enter the payment method and complete the transaction.
Good to Know
- Changing the Account Type can be done at any time before processing the invoice.
- All future invoices for the customer will still default to their normal account type — this change only affects the current invoice.
- This is useful for one-off cash payments from regular account customers.
Frequently Asked Questions
Will this change the customer’s default account type?
No, the customer’s default account type remains unchanged. Only the current invoice is affected.
Can I change a cash invoice back to account before processing?
Yes, simply click the Account Type toggle again to switch it back before processing.