Option to send invoice from POS

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.

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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!

 

 

Elizabeth
Owner
www.westendflorist.com
"Filling your life with flowers since 1908."
Small, Generational, Family Business
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