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Create Invoice Contacts

To get started, create or select the contact to send an invoice to.
1

Log in to the Dashboard and navigate to Operations > Invoicing
2

Click Create and select Contact
3

Input the contact information and click Add
Notes (Optional): Include any notes for internal reference
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Once the contact is created, you can Edit Information on their page. To delete an invoice contact, use the Actions dropdown.
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At the bottom of the contact page, you can start creating invoices to send to this customer by using the Add Invoice button or navigate to the Payment Methods tab to input a credit card for recurring and autopay invoices.

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Create Invoices

Create standalone or recurring invoices to send to customers
  • One-Time Invoices
  • Recurring Invoices

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One-Time Invoices

1

Log in to the Dashboard and navigate to Operations > Invoicing
2

Click Create and select Invoice
3

Input the invoice details and click Next
Contact: Click the dropdown to select an existing contact to assign this invoice. For new contacts, type in their name and select “Create Contact” to enter their information.Invoice Number: Input your preferred invoice number or use the auto-generated invoice numberDue Date: Assign a due date to the invoiceInvoice Notes (Optional): Include any notes to include in the invoice for the customerEnable Tips: If set to Yes, the invoice contact can include a tip when paying off the invoiceService Date: Select the date and time this invoice should be recorded as a sale for reporting purposesSend to Ticket Screen at Service: If set to Yes, the invoice line items will appear on the ticket screen of your POS on the selected service dateAdditional Recipients: Use the +Additional Recipients button to attach other emails to send the invoice and any payment remindersInvoice Reminders: Add invoice reminders by using the +Add Reminder button. Edit the frequency by changing the Days and the Occurrence setup (Before, On, After) in relation to the Due Date. Delete reminders by clicking the trash icon next to the unwanted reminder date
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Input each invoice line item by using the Add line item + button. Add an existing menu item or create custom items for this invoice.
To add existing menu products, click the Add line item + button and type in the name of an existing product you would like to add. Select the corresponding product to add to the invoice.
To create and add custom line items, click the Add line item + button and type in a name for the custom product. Select the “Create One Time Item” option to add and manually input the Price.
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Enter the correct amount of each line item under Quantity.
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Customize products and applied tax rates, add Discounts or Service Fees, and include Tips.
Use the Customize button to add notes, apply product discounts, or edit tax rates for the selected line item before clicking Next.
Add a Discount or Service Fee to the invoice. Use the dropdown to select a pre-existing Discount or Service Fee.
To apply a Custom Discount or Service Fee, type in the number and use % to indicate percentage or $ to indicate dollar amount.
Add a Tip to the invoice. Click on the $ button to switch between dollar or percentage and type in the corresponding amount.
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Confirm the invoice information. Click on the Preview (PDF) or Preview (EMAIL) tab to see the exact invoice the customer will receive.
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Click Review Invoice and select the following action:
Save as Draft: Save the invoice as a draft to send at another date
Send Quote: Send a quote for the customer to approve or reject - you will be notified of their feedback via email
Create Without Sending: Create the invoice but do not send to the customer
Create & Send: Create and send the invoice to the customer

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Manage Invoice Settings

Update relevant invoice settings in the Dashboard
1

Log in to the Web Dashboard and click on the Dripos icon in the top right corner to access Settings
2

Navigate to the Invoices tab and click Edit
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Update Invoice Settings and hit Save.
Default Invoice Notes: Default note that will be autofilled for new invoices
Current Invoice Number: The next invoice will be created with this number
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