L) Invoices

Learn how to create and manage invoices on the POS!

What's in this article?

In this article, we'll learn how to use the invoice system on the POS. Invoices sync across the POS, dashboard app, and dashboard website. This makes it easy for you to manage these across all your devices. This article will focus on the POS, so read the other articles if you need help in other places!

An invoice is something you can add products or custom charges to and then send out via text/email to be paid by a customer. These can be useful for catering events, special customers, etc.

This article will cover:

1) Creating an invoice

2) Adding products to an invoice

3) Editing an invoice

4) Sending an invoice

5) Managing customers

As an overview, the invoices page on the POS will look like this:

Similar to many other screens on the POS, the list view on the left will show all the invoices you've created. Outstanding invoices that haven't been paid will always sort to the top.

The view on the right will be where an invoice shows up for you to view. Otherwise, you can create a new invoice from the button there.

1) Creating an invoice

To create an invoice, tap the 'New Invoice' button. This will then show the following screen:

We'll go over how to create invoice customers later in this article. For now, just know that the first step to creating an invoice is choosing the customer you want to associate with it. You can also create a new customer here as well. Once you've selected a customer, you will have a blank invoice:

2) Adding products to an invoice

To add products to an invoice, you can follow the normal checkout process on the register. Simply start a new order and add any products or custom charges you want to the cart and then checkout. To add the order to an invoice, tap the 'Invoice' payment option:

You'll then be able to select an active invoice to add the order to:

The order will then show up by date on the invoice when you view it. You can add as many orders as you'd like to an invoice.

3) Editing an invoice

If you'd like to remove an order from an invoice, you can tap the 'edit invoice' text on the product's section of the invoice.

You'll notice some red garbage can icons will show up next to each order on the invoice. You can tap that icon to delete an order. Tap 'Save changes' in the top right to confirm the edits!

4) Sending an invoice

When you'd like to send an invoice out for payment, there are two options:

  • Pay it on the POS using a credit card
  • Send a link via text/email for the customer to pay it on their end

Those two options are represented by the two buttons on the invoice page:

Tapping 'Pay Now' will bring up a payment method screen. You can pay with a credit card via manual card entry or a card reader if one is connected to the tablet:

Tapping 'Send Invoice' will show the following popup:

You can opt to send it by either text, email, or both. The customer will receive a link for them to pay the invoice on. If you need to send a payment reminder, you can do that by following the same process more than once.

Invoices will stay in the 'Outstanding' section until they have been paid for!

5) Managing customers

Customers are different than the patrons that visit your business which is why we use two different names for them. A customer is someone who is specific to the invoicing system. You can create and manage them through the POS, partner dashboard, and dashboard app.

To view customers on the POS, tap the toggle above the list view to go towards 'Customers'

On the left, customers will list out in alphabetical order by name.

On the right, you can create a new customer or view an existing customer.

Creating a new customer will ask for a few data points:

Viewing a customer will show their invoice history and contact information:

As you update information here, it'll automatically sync to the partner dashboard and dashboard app! This allows you to manage your invoices from any device.

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