Invoice a Customer from the POS Screen

Invoice a Customer from the POS Screen

Sales against a customer's account where they don't have to pay immediately are called Invoice Sales. Only customers enabled as an Account Customer can be invoiced.

Once an invoice sale is completed, the value of the sale will be added to the customer's account balance.

To invoice an account customer from the Point of Sale screen, follow the steps below:

1. Open the Point of Sale screen.
   
2. Before or after scanning the stock items, click on the Invoice Customer or Customer Sales button.
   Alternatively, press the [F9] key on your keyboard.
3. In the Find Customer Screen, search for and select the customer. Click OK.
   NOTE: If the customer does not exist, click on the Add button in the bottom-left of the screen. See HERE for more information.
4. The Point of Sale screen will show Invoice Sale in the top left corner, followed by the Customer's Name.
   Note: Account Customers that are also Loyalty Customers can be set to prompt between Cash Sale or Invoice Sale. They can also be set to always perform Cash Sales. See the advice on Loyalty HERE for more information.
5. Scan the items into the POS Screen
6. Click on Sub Total or End Sale to complete the invoice sale to the customer. 
   

For information on how to make payments towards a customer's account to reduce/clear their account balance, click HERE.

Deposit Payments for Invoice Sales

It is not possible to take a deposit when creating an Invoice to an Account Customer in Point of Sale. Instead, the process is to perform the Invoice Sale and then take a payment for that Invoice.

This can also be used to redeem a Gift Voucher for an Invoice.

Note for Proforma/Invoices created in Quote and Invoice Management, payments can be taken at either the Proforma or Invoice Status. See HERE

To take a deposit or partial payment for an invoice performed in Point of Sale:

1. Perform the Invoice Sale using the steps above.
   
2. Click on Subtotal or End Sale to complete the invoice sale to the customer
   
3. Click the Customer Payments POS Button or press the [F11] key on your keyboard.
   
4. In the Find Customer Screen, search for and select the customer. Click OK.
   
5. Click Pay Specific Invoices.
   
6. Enter the amount in the Payment Amount column for the Invoice you wish to partially pay.
   
7. Click Pay Now in the bottom left corner.
   
8. Back in the Point of Sale screen for the Invoice Payment, click on Subtotal or the Quick Tender Eftpos POS Button to process the payment.