Invoices

This article will help you generate an invoice against a customer to add a negative balance against their account. We will also show you how to apply payment to clear the invoice

Create an Invoice

1. From the POS screen, add customer
2. Add products that the you wish to generate an invoice for

  3.  Select Checkout

  4. Add Invoice to Account

If the customer had a credit amount built up, you can choose select ‘Pay to Credit Limit’ which will deduct that amount from the invoice. In this case, the customer does not have credit on account and we will select Pay All. The full invoice amount will be added on

   5.   Select Submit

   6.  Select Finish 

   7.  A copy of the receipt will print for the customer

   8. The negative balance amount has now been recorded against the customer

Receive Payment or Deposit for an Invoice 

1. From the POS screen, add the customer 
2. Select Menu 
3. Select Add to Account 

   4. Enter amount customer is paying and click Submit 

   5. Pay by Cash or Card 

   6.  The amount taken has been reduced from the customer account balance 

** This is the end of this article