Invoices

Overview

Go to CAS --> Transactions --> Invoices
Invoice and Recurring Billing is a feature provided by retailcloud for managing invoices and automating recurring billing. It allows businesses to
  • Create Standalone invoices
  • Create Invoices from the Store Credit Accounts
  • Send Email Invoices
  • Send Email Invoices with Paylink
  • Create Recurring Invoices & Subscriptions
  • Card of File & Digital Wallet

Create Invoice

To create an Invoice follow the steps below:
  1. 1.
    Go to Transactions ā†’ Invoices ā†’ Invoices
  2. 2.
    Click on ā€œ+ Create Invoiceā€ 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. 1.
    Click on ā€˜+ Add New Itemā€™ to add more items.
  2. 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. 1.
    Click ā€˜Saveā€™.
  2. 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 ā€œView Invoiceā€ to view the invoice you created.
  • Click on ā€œDownloadā€ to download invoice as a pdf file.
  • Click on ā€œShow Invoicesā€ to view invoice list.
  • Click on ā€œCreate Newā€ 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.

View Invoices

Select Customer, Invoice & Status. Click Search to find the invoice from the Invoice List. Click on the 3 dots provided to select the options from :
  • View Invoice
  • Send Invoice Email ( With Pay Link)
  • Reload Payment Status (To check the online payment status)
  • Download Invoice
  • Mark Invoice as Paid

Sample Invoice

ā€‹