Every screen and control named on this page is checked against the product at build time. If a name here does not match your screen, your workspace is on an older release.

Bill a customer who is paying later

Invoices this shop has raised. Not the same as a till receipt. This is the till’s own invoicing, for a shop that sells on account without buying the Accounting app.

You need

• pos.invoices.read
• pos.invoices.create
• pos.invoices.update

Steps

1. Open Invoices and press New invoice.
2. Choose who it is Billed to from Customers, add Their tax number if their country needs it on the document, and set the date it is Due.
3. Press Add line for each item: a Description, a Qty, a Unit price and its Tax. Total follows.
4. While the Status is Draft, nobody outside has seen it: A draft is private — nothing exists for the customer until it is issued.
5. Press Issue when it is right. It then becomes Issued, takes a Invoice no., and moves through Part paid and Paid as money arrives — or Overdue if it does not.
6. To cancel one, press Void and give a Reason.

This screen turns read-only the moment Accounting is installed AND the till’s crossing into the ledger is on — the banner then says Accounting owns the ledger, and new invoices are raised in Accounting instead.

Related

• Record what a customer paid against an invoice
• Read this shop’s money in one place
• Look up an account customer