Send a Proforma to Roam for Payment on Delivery

Send a Proforma to Roam for Payment on Delivery

New to Retailer 3.4, you can now send a Proforma to Retailer Roam for payment. This can be used to take payment for Cash on Delivery (COD) Invoices.
AlertThis requires an active Retailer Roam subscription. Click HERE for more information about Retailer Roam. Signup to Retailer Roam

Send Proforma from Retailer to Roam

  1. From the Main Screen of Retailer click Stock Maintenance -> Quote and Invoice Management
  2. Click the Magnifying Glass to search and select the Proforma you wish to send to Roam for Payment
  3. At the top of the screen, click the COD button (Next to Customer Payments)
  4. The Proforma is now locked for editing in Retailer

Unlock Proforma in Retailer

  1. If you need to make a change to the Proforma or you no longer wish for it to be in Roam for payment, click the Unlock COD button (next to Customer Payments)

Take Payment in Roam

  1. From the Roam Point of Sale, click Actions -> Create Proforma Payment
  2. Select the Proforma you wish to pay. You can click a Proforma to view the Stock on the Proforma
  3. When ready to take a payment, click Pay
  4. This takes you back to the Roam Point of Sale. You cannot add additional items to the Sale. You can add a Staff Note if required.
  5. Click the Pay button
  6. Select your Payment Method
  7. Enter the Payment Amount to finalise.
  8. The payment will then sync back to Retailer and be applied to the Proforma
    Note: This can take up to 30 mins

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