Invoicing allows the user to create and send invoices for payment. Multiple outstanding invoices can be selected to combine into one invoice to the customer of all outstanding invoices.
Navigation to the Invoice FeatureFrom the Tab Bar select TRANSACTIONS>INVOICES
Filter OptionsUsers can refine their search of invoices using the following filters
The results of the search can be saves as a cvs file, pdf, or Print
Action OptionsUsers can perform the following actions
Navigate to Create InvoicesUsers can create an invoice to send to customers for payment. Pressing Create Invoice will direct the user to the Generate Invoice page
Generate InvoicesUsers can generate their invoices to send to customers for payment.
Select Entry Method:
Manual Entry -This allows you to create the invoice on the screen
Store Credit - This will use an existing sales transaction, which used the pay mode Store Credit.
Complete Invoice Details
Invoice Number - Mandatory, must be unique
Invoice Name - If omitted, will populate with Invoice number
Customer - Mandatory, enter for search or select from dropdown. Populated address, phone and email from customer record. These can be overwritten for the invoice, Changes will not be saved to the customer record
Term - Option data field
Invoice Date - enter date
Invoice Due Date - Enter Due Date. This field is used when searching for Past Due invoices
If Creating from Store Credit select the the transactions to use (multiple sales transactions can be selected (use shift to add more)
If Manual Entry enter item detail
Press Save or Save and Email to complete
These reports are helpful to monitor and update outstanding customer payments