thread Re: creating a detailed invoice after the sale in Archived Discussions (Read Only)

creating a detailed invoice after the sale

tallyhorv — Sat, 18 Sep 2021 14:20:50 GMT

Had to run a transaction with limited cell service. I was unable to create an invoice, but was able to run a transaction. How can I apply the transaction to a new invoice?

Re: creating a detailed invoice after the sale

Minion — Sat, 18 Sep 2021 16:01:43 GMT

Hey @tallyhorv

Once you create your invoice, and send it to the customer you'll be able to do the following from the Dashboard.

Create Invoice
Click 3 dot menu to the right
Record Payment
Choose POS
Send Receipt to customer.

Also to note, You can go into the transaction in question, and select it and scroll down and copy the receipt number and add that note to the invoice as well for both of your records.

Let me know if that worked for you!

Re: creating a detailed invoice after the sale

tallyhorv — Sun, 19 Sep 2021 15:16:49 GMT

Worked great, thank you

Re: creating a detailed invoice after the sale

Minion — Sun, 19 Sep 2021 16:17:35 GMT

You're welcome.

Welcome to the Square Community by the way!