Manage Invoices

Create Customers

Follow the steps below to create or view customer details. To create a new customer;

  1. Click on Transactions CustomersCreate/View Customers.

The customers page appears with the list of already created customers. User can search for customers by providing details in any of the search fields such as Customer Name, First Name, Last Name, Email, Address, Zip code, City, State, Country, Phone,Mobile, Groups.

To add a new customer

  1. Click on “Add New Customer” tab.

  2. Enter the customer details on the provided fields.

  3. Click on ‘Additional Fields’ to add additional customer details.

  4. Select/Deselect the ‘Auto Generate Customer Number’ for automatically/ manually entering customer number.

  5. Click on “Add”.

  6. Customer will be added and displayed in the customer list.

Create Invoices

To create an Invoice follow the steps below:

  1. Go to Transactions Invoices Invoices

  2. Click on “+ Create Invoice” to create a new invoice.

Invoice Number : Enter the invoice number

Invoice Name : Enter the invoice name

Invoice Summary : Enter the invoice summary

Customer : Enter the Customer or select from the dropdown. The customer details will be auto populated.

Invoice date : Enter the invoice date.(M)

Invoice Due date : Enter the invoice due date. (M)

Terms : Enter the terms.This field gets auto populated with default values. (NM)

SKU : Select item from the dropdown.(M)

Description, Price & Quantity fields will be auto populated and can be modified. Price & Quantity are mandatory.

Discount: Only % discount are allowed on invoice.(NM)

Tax: Choose the tax from the dropdown (NM)

  1. Click on ‘+ Add New Item’ to add more items.

  2. Select the Discount & Tax from dropdown box.

Private Notes : Enter any private notes to be added. This section will not appear on the invoice.

Notes : Enter any private notes to be added. This section will auto populate with default values.

Footer : Enter footer to be added. This section will auto populate with default values.

  1. Click ‘Save’.

  2. Select from any of the three options available :

Save : Save the invoice

Save & Send Email : Save the invoice and send it to the customers email id, (This option can be selected if you wish to send an invoice without email)

Save & Send Email (With Pay Link) : Save the invoice and send it with the payment link to the customers email id.

  • Click on “View Invoice” to view the invoice you created.

  • Click on “Download” to download invoice as a pdf file.

  • Click on “Show Invoices” to view invoice list.

  • Click on “Create New” to create a new Invoice.

Note : Each invoice will be recorded as a pos transaction if the invoice is not generated from existing store credit transactions. Invoice payments will be shown on the reports as pos transaction.

Search for a particular invoice by Customer/Invoice/Status from the Invoice List. Click on the 3 dots provided to select the options from:

  • View Invoice : View the invoice (Invoices with multiple pages can be viewed by clicking on the 'Next' button)

  • Send Invoice Email (With Payment Link) : Send email invoice to the customers with payment link, allowing them to make payments on a single click.

  • Reload Payment Status : Refreshes the page and reload the statuses of the payments done online with a single click.

  • Send Invoice PDF : Send email invoice to customers as PDF file. (Without payment link)

  • Download Invoice : Allows you to download the invoice.

  • Mark Invoice as Paid : Change the invoice status as 'Paid'.

  • Status History : View the invoice status history.

  • Payment History : View the payment history.

  • Modify Invoice : Allows to modify the invoices which are saved as draft. (Open invoices cannot be modified)

  • Delete Invoice : Allows to delete the invoice.

Invoice Email with payment link can only be send once to the customer whereas Invoice PDF without payment link can be send multiple times.

To view transaction generated from Invoice, click on the transaction number to view the receipt

Create Invoices for Store Credits

To create an Invoice for store credit, follow the steps below:

  1. Go to Transactions Invoices Invoices

  2. Click on “+ Create Invoice” to create a new invoice.

  3. Enter the invoice details in the fields provided.

  4. Select 'Store Credit' by clicking on 'Manual Entry' button, which will list the store credit transactions.

  5. Choose the store credit transaction from the list to generate the invoice.

  6. Click 'Save'.

  7. Select from any of the three options available : Save : Save the invoice as draft.

    Save & Send Email : Save the invoice and send it to the customers email id. (This option can be selected if you wish to send an invoice without payment link)

    Save & Send Email (With Pay Link) : Save the invoice and send it with the payment link to the customers email id.

  8. Click on “View Invoice” to view the invoice you created. Store Credit details will be displayed on the invoice PDF.

House Accounts associated with an Invoice

To view the house account associated with the invoice, select the invoice and click on 'House Accounts' (transaction#). For house account invoices Transaction number will be displayed as House Account or Click on the three dots and select 'View House Accounts'.

Sample Invoice

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