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Make a cash memo

The counter bill, with the total written out and no tax breakdown.

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A cash memo is the bill a shop hands over with the goods: what was sold, how many, at what rate, and the total, paid there and then. It is not a tax invoice and carries no tax breakdown, which is why this one starts with the tax rate at zero. For a business that is not registered for VAT or GST, it is the everyday sales document.

How to make a cash memo

  1. 1

    Choose Cash memo

    It opens with no tax line, which is what a counter bill looks like.

  2. 2

    List what was sold

    One line per item with the quantity and rate. The total is written out in words underneath.

  3. 3

    Print it for the customer

    Download and print, or keep the PDF and send it. Your shop details are remembered for the next one.

Why the customer still wants paper

Without a memo there is no proof of what was bought, at what price, on what day, which makes an exchange a matter of opinion. It takes ten seconds and prevents most counter arguments.

Registered for VAT or GST?

Then a taxable sale needs a tax invoice with the tax shown line by line.

Make a tax invoice

Frequently asked questions

Is a cash memo a tax invoice?+

No. If you are registered for VAT or GST, a taxable sale needs a proper tax invoice with the tax shown separately. A cash memo suits an unregistered seller or a sale outside the tax net.

Should I number them?+

Yes. A sequence, even a simple one, is what lets you reconcile the till at the end of the day.

Can I add tax anyway?+

If you need tax on it, use the invoice generator, which handles VAT and GST properly by country.

Is anything uploaded?+

No. It is made on your device.

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