Support Suite

Orders can be defined as either cash or non-cash (credit) sales.  After you enter a customer name onto a new quote, ensure the CASH option is checked if you want to collect money up-front.  Have the option unchecked if you want to invoice the customer.

You may want to configure specific accounts to be cash only, meaning money will always be required up-front.  Simply checkmark the Cash Account option, which is found in the Financial Terms tab of the Account Manager.

With the Cash Account option specified, you will not be able to uncheck the CASH option for that specific account on a quote.  It will be grayed out.