Point of Sale Solution App Invoices
Description
What's in this article?
Manage your invoices in the Point of Sale Solution App. Invoices are organized by paid, unpaid, and open. Paid and unpaid invoice details can be resent to the customer. You can create an order in the Point of Sale Solution App and turn it into an invoice through the Back Office. Open and unpaid tickets show up in the Back Office an open invoices.
View an invoice
You can view paid invoices, invoices that are unpaid and active, or invoices that are "open" meaning an estimate has been sent but not approved by the customer yet. Review invoice details like order ID, customer name, date and price. If you'd like to search for a specific invoice, being typing the customer name or order ID in the invoice search bar in the top right corner.
To view paid, unpaid, and open invoices
- In the , tap ☰ to open the navigation menu.
- Tap Invoice.
- Select the desired tab to review the status of your invoices:
- Paid: Completed invoices that have collected payment.
- Unpaid: Active invoices that are awaiting payment or have received partial payment. This list will include active tickets.
- Open: Estimates that have been sent out but have not been accepted.
Send an invoice
You can send an unpaid invoice or resend a paid invoice to the customer from the register.
To send an invoice
- In the , tap ☰ to open the navigation menu.
- Tap Invoice.
- From the Unpaid tab tap the desired Order ID.
- Tap Send Invoice.
To resend a paid invoice
- In the , tap ☰ to open the navigation menu.
- Tap Invoice.
- From the Paid tab tap the desired Order ID.
- Tap Send Invoice.