Sales
What to do if a sale was entered under the wrong account
Fix a sale recorded as Cash, M-PESA or Bank incorrectly.
A sale entered under the wrong account can make dashboard balances look wrong.
Steps
- Open Sales.
- Find the sale.
- Edit the sale if it is editable.
- Change the account to the correct one.
- Save the sale.
- Recheck the dashboard balance for the affected day.
Example
- If a customer paid by M-PESA but the sale was recorded as Cash, the Cash balance may look too high and the M-PESA balance may look too low.
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Bizwazi helps small businesses record sales, expenses, invoices, inventory, bills, transfers and daily balances so the money makes more sense.