Creating a tab that will track product sales and allow for invoicing

[Oscafecatering]

I have a client that wants us to provide free coffee to all staff and have us invoice them on a bi-weekly basis for the numbers sold. Is there a way to create a tab that will calculate the number of cups sold and not show in daily sales? Is there a way to retrieve the sales to create an invoice?

thanks

[ryanwanner]

Hello @Oscafecatering!

I recommend using the Open Tickets feature on your point of sale. Every item rang in and saved to an open ticket will print as usual, but the sale isn't recorded until you close out the ticket.

When you go to close out the ticket, you can then send the ticket via invoice so that the client can pay directly from a webpage. One of the payment options should be invoice (you may have to tap the More options link). Enter the client's name and email and they'll get an itemized bill showing what all was purchased. The sale will not be recorded at this time either: it will show as a completed sale once the client pays the invoice.

Hope this helps!