Account Management: How to Generate a Business Invoice
How to generate a business invoice from the POS
If a customer requests a business invoice for a bill or payment, you can easily generate it by following these steps:
Access the account for which you want to generate the invoice.
If the account is closed, go to the closed accounts history.
Reopen the account:
Select the desired account and click "Reopen".
Access the payment section:
Inside the reopened account, click on "Checkout".
Generate the invoice:
On the right side of the screen, find the bill.
Click the three-dot menu next to the bill.
Select "Generate Invoice".
In the pop-up window, search for or select the corresponding company.
Fill in any required details and confirm by clicking "Generate Invoice".
The ticket will automatically be converted into a numbered invoice.
You can send it directly to the customer via email.
How to cancel a business invoice
If you need to cancel a previously generated invoice:
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Access the account containing the invoice you want to cancel (check the closed accounts history if necessary).
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In the payments list on the right side of the checkout, click the three-dot menu next to the payment.
Select "Cancel Invoice".
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The invoice will be removed automatically.
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How to create a new company to generate an invoice
If the company is not yet registered, you can create it while generating the invoice:
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Reopen the account and go to the payment section as explained above.
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When selecting "Generate Invoice", fill in the client's/company's details in the form that appears.
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Click "Generate Invoice" to create the numbered invoice and send it.
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