Cash Sale API

Cash sales combine an invoice and payment in a single transaction for immediate payment scenarios.

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Endpoints

Method	Endpoint	Description
GET	/record/v1/cashSale	List all cash sales
GET	/record/v1/cashSale/{id}	Get specific cash sale
POST	/record/v1/cashSale	Create new cash sale
PATCH	/record/v1/cashSale/{id}	Update cash sale
DELETE	/record/v1/cashSale/{id}	Delete cash sale

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Key Fields

Header Fields

Field	Type	Description	Required
id	string	Internal ID (read-only)	-
tranId	string	Cash sale number	Auto-generated
entity	object	Customer reference	Yes
tranDate	string	Sale date (ISO 8601)	Yes
status	object	Cash sale status	Read-only
subsidiary	object	Subsidiary	Yes (OneWorld)

Financial Fields

Field	Type	Description	Required
currency	object	Transaction currency	Yes
exchangeRate	number	Exchange rate	Auto-calculated
subTotal	number	Subtotal (read-only)	-
taxTotal	number	Total tax (read-only)	-
total	number	Grand total (read-only)	-

Payment Fields

Field	Type	Description	Required
payment	number	Payment amount received	No
paymentMethod	object	Payment method	No
creditCard	object	Credit card reference	Conditional
ccNumber	string	Credit card number (last 4)	No
ccApproved	boolean	Credit card approved	Read-only
checkNum	string	Check number	No
account	object	Deposit to account	Conditional
undepFunds	boolean	Undeposited funds	No

Billing & Shipping

Field	Type	Description	Required
billAddr1	string	Billing address line 1	No
billCity	string	Billing city	No
billState	string	Billing state/province	No
billZip	string	Billing postal code	No
shipAddr1	string	Shipping address line 1	No
shipCity	string	Shipping city	No
shipState	string	Shipping state/province	No
shipZip	string	Shipping postal code	No

Other Fields

Field	Type	Description	Required
salesRep	object	Sales representative	No
memo	string	Internal memo	No
message	object	Message to customer	No
class	object	Department/class	No
location	object	Location	No

Sublists

Field	Type	Description	Required
item	collection	Line items	Yes (at least 1)

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Line Items

The item sublist contains the products/services sold.

Item Line Fields

Field	Type	Description	Required
item	object	Item reference	Yes
quantity	number	Quantity sold	Yes
rate	number	Unit price	Yes
amount	number	Line total (qty × rate)	Auto-calculated
description	string	Line description	No
taxCode	object	Tax code	No
taxRate1	number	Tax rate %	Auto-calculated
grossAmt	number	Amount including tax	Auto-calculated
isClosed	boolean	Line closed	No

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Example: Create Cash Sale

POST /record/v1/cashSale
Content-Type: application/json

{
  "entity": {
    "id": "456"
  },
  "tranDate": "2025-12-25",
  "subsidiary": {
    "id": "1"
  },
  "currency": {
    "id": "1"
  },
  "paymentMethod": {
    "id": "1"
  },
  "account": {
    "id": "10"
  },
  "salesRep": {
    "id": "123"
  },
  "memo": "Walk-in customer purchase",
  "item": {
    "items": [
      {
        "item": { "id": "789" },
        "quantity": 2,
        "rate": 49.99,
        "description": "Widget Pro - Blue"
      },
      {
        "item": { "id": "790" },
        "quantity": 1,
        "rate": 19.99,
        "description": "Shipping & Handling"
      }
    ]
  }
}

Response:

{
  "id": "4001",
  "tranId": "CS-4001",
  "entity": {
    "id": "456",
    "refName": "Acme Corporation"
  },
  "tranDate": "2025-12-25",
  "status": {
    "id": "DEPOSITED",
    "refName": "Deposited"
  },
  "subTotal": 119.97,
  "taxTotal": 9.60,
  "total": 129.57,
  "payment": 129.57,
  "links": [
    {
      "rel": "self",
      "href": "https://{account}.suitetalk.api.netsuite.com/services/rest/record/v1/cashSale/4001"
    }
  ]
}

---

Example: Create Cash Sale with Credit Card

POST /record/v1/cashSale
Content-Type: application/json

{
  "entity": {
    "id": "456"
  },
  "tranDate": "2025-12-25",
  "subsidiary": {
    "id": "1"
  },
  "currency": {
    "id": "1"
  },
  "paymentMethod": {
    "id": "5"
  },
  "creditCard": {
    "id": "2"
  },
  "ccApproved": true,
  "item": {
    "items": [
      {
        "item": { "id": "789" },
        "quantity": 1,
        "rate": 299.99
      }
    ]
  }
}

---

Example: Update Cash Sale

PATCH /record/v1/cashSale/4001
Content-Type: application/json

{
  "memo": "Customer requested rush delivery",
  "otherRefNum": "PO-12345"
}

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Payment Methods

Common payment methods used with cash sales:

Payment Method	Use Case
Cash	Physical cash payments
Check	Check payments
Credit Card	Credit/debit card payments
ACH/EFT	Electronic bank transfers
Wire Transfer	Wire transfers
PayPal/Stripe	Online payment gateways

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Undeposited Funds

Set undepFunds: true to hold payment for later bank deposit:

{
  "entity": { "id": "456" },
  "tranDate": "2025-12-25",
  "undepFunds": true,
  "paymentMethod": { "id": "1" },
  "item": {
    "items": [
      {
        "item": { "id": "789" },
        "quantity": 1,
        "rate": 99.99
      }
    ]
  }
}

When undepFunds is true:

• Payment goes to Undeposited Funds account
• Later included in a Deposit record
• Common for batch deposits
• Allows grouping multiple payments

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Query Filters

Find Cash Sales by Date

GET /record/v1/cashSale?q=tranDate='2025-12-25'

Find by Customer

GET /record/v1/cashSale?q=entity='456'

Find by Payment Method

GET /record/v1/cashSale?q=paymentMethod='1'

Find Undeposited Funds

GET /record/v1/cashSale?q=undepFunds=true

Find by Date Range

GET /record/v1/cashSale?q=tranDate BETWEEN '2025-12-01' AND '2025-12-31'

Find High-Value Sales

GET /record/v1/cashSale?q=total > 1000

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Important Notes

Accounting Impact

Creating a cash sale:

• Debit: Cash/Bank Account (or Undeposited Funds)
• Credit: Revenue/Income accounts (per line item)
• Credit: Sales Tax Payable (if applicable)

When to Use Cash Sales

• Point of sale transactions
• Walk-in customers
• COD (Cash on Delivery) sales
• E-commerce with immediate payment
• Prepaid services

Cash Sale vs Invoice

Cash Sale	Invoice
Payment received immediately	Payment received later
Single transaction	Separate payment transaction
Simpler workflow	Better for credit terms
No A/R created	Creates A/R balance

Payment Amount

• If payment is omitted, defaults to transaction total
• Can be less than total for partial payment
• Remaining balance creates A/R
• Overpayment creates customer credit

Credit Card Processing

• Requires credit card processor setup
• Real-time authorization possible
• Tokenization for security
• ccApproved indicates authorization status

Revenue Recognition

• Revenue recognized immediately
• Not deferred unless using revenue recognition features
• Date of sale is recognition date

Voiding vs Deleting

• Void: Recommended for posted transactions
• Creates reversing entries
• Maintains audit trail
• Delete: Only if period unlocked and no dependencies

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See Also

• Invoice - Invoice without immediate payment
• Customer Payment - Apply payments separately
• Cash Refund - Refund cash sales
• Deposit - Deposit undeposited funds