Entering Additional Details for Customer Invoice Sales

The Invoice Address Details screen allows you to change the details of an invoice including adding an order number and notes.

  1. In the Point of Sale screen, click on the Invoice Customer button.
    Alternatively, press [F9] on your keyboard.
  2. The Find Customer Screen will appear. Search for and select the particular customer.
    If the customer does not exist, click Add and enter in the customer's details.
  3. Scan/Enter the items as required.
  4. Once you're finished scanning items, click on the Sub Total button.
    Alternatively, press [F2] on the keyboard.
  5. The Invoice Address Details screen will appear.
    From this screen, you will see the following:
    • Default Customer Address  - note: this will only appear if the customers address details are filled in within the customer screen.
    • Default Shipping Address   - note: this will only appear if the customers shipping details are filled in within the customer screen.
    • Default Postal Address  - this will only appear if the customer's Postal details are filled in within the customer screen.
    • Custom Address   - to create a custom address you can click the 'Add New Address' button.
You can save custom addresses for future use by ticking the "Keep this Address for future use" box, then clicking on save. These addresses will be available for future use by selecting them in the Delivery Details screen

Tick Manage Address List to view all saved addresses for this customer. Right Click an Address to Archive or Unarchive. Archived details will not show in the list of Addresses

Entering Delivery Details for Customer Cash Sales

For cash sales with a customer profile selected, you can access the Delivery Details screen at the subtotal screen OR have it appear automatically after ending a sale.

From Subtotal Screen

There is a Delivery Details tickbox in the subtotal screen which will show the Delivery Details screen after the subtotal screen if ticked. This can be set per terminal to be ticked by default for all sales.
  1. On the top menu bar of Retailer, click on Setup -> Point of Sale.
  2. Click on the Terminals tab.
  3. Select the terminal from the grid. Click on the Other tab.
  4. Tick the Allow Delivery Address Entry in Payment Details (Sub Total) tickbox.
  5. Click Save.
The Delivery Details screen will be ticked in Subtotal Screen for all Sales (with or without customer selected) processed on terminal

Automatically Access After Ending Sale

  1. On the top menu bar of Retailer, click on Setup -> System.
  2. Click on the Other tab.
  3. Tick the Prompt for Invoice Address Details When Processing Sale to All Customers tickbox.
  4. Click Save.

Whenever you end a sale to a customer account, the Invoice Delivery Details screen will appear.