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.
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.

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