Creating customer invoices in Restaurant POS

NOTE: Invoices are only supported in VAT-inclusive regions.

Use the Customer Invoicing feature to create consolidated invoices for all unpaid receipts on a customer's account. Customer invoices contain a breakdown of owed amounts per receipt, as well as the total amount owed for the invoice. Each invoice has a unique invoice number assigned to it for simple tracking. Invoices don't include partially paid tab receipts. 

Customer invoices can be printed, emailed or viewed directly in Restaurant POS. 

NOTE: Once an invoice has been generated, the corresponding receipts in your account are instantly set as paid and the customer's tab is reset to zero. 

To learn how to set up and generate customer invoices in Restaurant Manager, see Setting up customer invoicing and Creating customer invoices in Restaurant Manager.

Creating a new invoice

  1. From the Tables screen in Restaurant POS, tap Extra
  2. Tap either:
    • Customers: opens the Customer screen with a list of all your customers.
    • Open Tabs: opens the Customer screen with a list of only the customers with open tabs.
  3. Select a customer from the list.
  4. Tap Invoices to open the section.
  5. Tap Create Invoice to generate a new invoice. 
  6. Specify an action for the invoice. 
    • Print Invoice
    • Email Invoice: For this option to appear, you must have a valid email for the customer in your system.
    • Just Create Invoice: Generates the invoice within the POS. It can still be printed or emailed at a later point.

Printing or emailing a previously generated invoice

  1. From the Customer screen in Restaurant POS, tap Invoices to open the section.
  2. Tap the invoice from the list of generated invoices.
  3.  Tap Print Invoice or Email Invoice. For the Email Invoice option to appear, you must have a valid email address for the customer in your system.

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