Create an Invoice

1. In the POS, add products to the cart.

2. Press Checkout.

3. Under Choose Payment Method, select Payment by Invoice.

4. Scroll down to Assign Customer.

5. Search for an existing customer or press Create to create a new customer. If you are creating a new customer, try to enter as much information as possible, including their email.

6. Search for the customer's name in the empty field under Assign Customer.

7. In the bottom right-hand of the screen, under Payments, you’ll see the invoice and the amount for that invoice. 

8. Press Confirm.

9. In the next window, you have the option to print the receipt, email the receipt, download the invoice, or email the invoice. 


Note: If you want to email the invoice, it’s helpful to already have the email address in the profile that you created. If the email address is not already in the system, a small window will pop up asking you to enter an email. Press OK.


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