Invoices and receipts are the best way to keep your finances clear and ensure clients know exactly what they've paid for, minimising complaints and improving customer satisfaction. When making a sale from your POS, there are a few ways to make the most of these tools, so let's take a look.

Click the Invoice option within the apps menu to begin.

The Invoice Section

Overview

In the Invoice section of your app, you'll find a condensed view of your paid invoices (Total earnings received) and due & overdue invoices (Earnings to be received), as well as three categories to filter your invoices by type: Invoices, Templates, and Recurring.

Search & Filter

You can use the search bar to find a specific invoice, or use the filters to narrow results by status, type, or date.

Create new Invoices by clicking the Plus sign button.

Converting to Invoice

When starting a sale from the POS, you can convert it to an Invoice by selecting it as the Payment Instrument.

After selecting Convert to Invoice, add the customer information by clicking the Trash can Icon to remove the automated contact.

Then, click the Plus sign button and select the customer from your contact list.

Add an Issue Date and Due Date for your invoice and click Next.

Add your Terms and Notes and click Next.

Review the invoice and click Send. At this step, you can add discounts if needed by clicking the option before sending.

Viewing Paid Invoices and Receipts

When processing transactions in your POS, make sure to link a contact to each transaction. Once the transaction is completed, you can access the Invoice and Receipt attached to it.

To view it, access the Transactions History inside the POS.

Click on the transaction for more details. At the bottom, you'll find two options: View Breakdown and Issue Refund.

View Breakdown

This is the itemised invoice for the transaction, which you can download as a PDF to send to your customers.

Issue Refund

This gives you the option to issue a full or partial refund to the customer and leave a note for internal record-keeping.

That's it. You can now view and manage your invoices and receipts on the go.