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:
Go to Transactions → Invoices → Invoices
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)
Click on ‘+ Add New Item’ to add more items.
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.
Click ‘Save’.
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.
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
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