Cash-based sales are sales where payment is received immediately at the point of transaction. These include walk-in sales, over-the-counter purchases, or instant cash payments from customers. Unlike invoices, cash-based sales do not involve receivables, due dates, or outstanding balances.
In Adam, cash-based sales are managed through the Income table.
You can also watch the full video walkthrough here:
Accessing the Income Table
Once you log in to Adam:
Navigate to the More section in the sidebar
Click on Income
This opens the Income table, where all previously added cash-based sales are displayed. Each entry includes details such as the date, title, amount, and other relevant information.
Adding Cash-Based Sales
To add a new cash-based sale:
Click the Add Income button
Choose one of the following options:
Enter the sales details manually, or
Upload a document or spreadsheet containing your sales records
When uploading documents, ensure:
The text does not exceed 15,000 characters
The file contains no more than 100 entries
The document is no longer than 10 pages
This helps Adam process your uploads efficiently.
Important Note on Cash-Based Sales
It is recommended that only cash-based transactions are uploaded here. These are payments received immediately using physical cash, with no outstanding balance.
If a payment was received via bank transfer, it should be recorded through the Bank Transactions table for easier reconciliation and accuracy.
Once your file is attached, click Submit. Adam will process the data and automatically populate the Income table.
Viewing and Managing Sales
After uploading, your sales appear in the Income table where you can:
View transaction details such as date, title, and amount
Filter sales by date using the calendar filter
Filter by income category based on your chart of accounts
Edit or rearrange table columns to customize how your data is displayed
Exporting Sales Records
To export your cash-based sales for reporting or record-keeping:
Click the Export button
Confirm the export in the modal
Performing Bulk Actions
Adam also supports bulk actions on sales records.
Select the checkbox beside multiple transactions
Choose a bulk action, such as Delete
Key Things to Remember
Sales in the Income table represent income already received
No receivables or due dates are involved
Cash-based sales belong in the Income table
Bank-received payments should be added via Bank Transactions