Sales
How to record a bank sale
Record a sale paid through bank transfer, card or bank-related payment method.
Use a bank sale when money is received into your bank account or through a bank/card-related method.
Steps
- Open Sales.
- Choose Add Sale.
- Enter the amount received.
- Select Bank as the account.
- Add a category or note.
- Save the sale.
Examples
- Customer paid by bank transfer.
- Customer paid by card and the money goes to bank/card account.
- Business income was received directly into the bank.
Tip
If the money first arrived in M-PESA and was later moved to bank, record the original sale as M-PESA and then record a transfer to Bank.
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Bizwazi helps small businesses record sales, expenses, invoices, inventory, bills, transfers and daily balances so the money makes more sense.