Is there an option to send an invoice directly from the POS?
We currently create invoices from the dashboard but for our workflow, it would be more efficient to send the invoice from the POS.
Hello,
I actually like to create from the dashboard, but there are time creating an invoice from the pos is useful.
make sure invoice is turned on
on your pos
in dashboard
go to settings
go to device management
go to MODES
click on point of sale settings
Right hand side of screen menu
under settings click on Retail manage
edit multiple devices - continue
under checkout
go to payment (choosing payment options available)
make sure invoices is under main payment type
if not click on three dots to the right and choose move to main payment type
go to pos
create sales ticket
go to Charge
payment screen scroll till you find invoice
click invoice and then fill in necessary info client name, when due etc.
good luck and have a great day!
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