invoice draft

leosicecream — Sun, 21 May 2017 16:12:03 GMT

I have created a draft invoice so I can be prepared when I see my client for payment at the time of service. Can I take payment right then and there from the drafted invoice? Or am I required to email it to them and have them open it from their phone to pay?

Re: invoice draft

EJ_ — Wed, 24 May 2017 15:54:54 GMT

Hi @leosicecream

You're not able to pay a draft, as it's not yet a live invoice.

However, you can send the invoice to the customer via email so that it's an active unpaid invoice. Once you see the customer for services they would be able to pay the invoice via the Point of Sale app in person.

Check out this product update thread on the ability to pay invoices in person:

Product Update: Take In-Person Payments for Invoices

thread invoice draft in Archived Discussions (Read Only)

invoice draft

Re: invoice draft