Invoices

Overview

Go to CAS --> Transactions --> Invoices

Invoice and Recurring Billing is a feature provided by retailcloud for managing invoices and automating recurring billing. It allows businesses to

• Create Standalone invoices

• Create Invoices from the Store Credit Accounts

• Send Email Invoices

• Send Email Invoices with Pay link

• Create Recurring Invoices & Subscriptions

• Card of File & Digital Wallet

 

Create Invoice

To create an Invoice follow the steps below:

1. Go to Transactions → Invoices → Invoices

2. Click on “+ Create Invoice” to create a new invoice.

 

 

Invoice Number : Enter the invoice number

Invoice Name : Enter the invoice name

Invoice Summary : Enter the invoice summary

Customer : Enter the Customer or select from the dropdown. The customer details will be auto populated.

Invoice date : Enter the invoice date.(M)

Invoice Due date : Enter the invoice due date. (M)

Terms : Enter the terms.This field gets auto populated with default values. (NM)

SKU : Select item from the dropdown.(M)

Description, Price & Quantity fields will be auto populated and can be modified. Price & Quantity are mandatory.

Discount: Only % discount are allowed on invoice.(NM)

Tax: Choose the tax from the dropdown (NM)

1. Click on ‘+ Add New Item’ to add more items.

2. Select the Discount & Tax from dropdown box.

 

Private Notes : Enter any private notes to be added. This section will not appear on the invoice.

Notes : Enter any private notes to be added. This section will auto populate with default values.

Footer : Enter footer to be added. This section will auto populate with default values.

1. Click ‘Save’.

2. Select from any of the three options available :

Save : Save the invoice

Save & Send Email : Save the invoice and send it to the customers email id, (This option can be selected if you wish to send an invoice without email)

Save & Send Email (With Pay Link) : Save the invoice and send it with the payment link to the customers email id.

 

• Click on “View Invoice” to view the invoice you created.

• Click on “Download” to download invoice as a pdf file.

• Click on “Show Invoices” to view invoice list.

• Click on “Create New” to create a new Invoice.

Note: Each invoice will be recorded as a pos transaction if the invoice is not generated from existing store credit transactions. Invoice payments will be shown on the reports as pos transaction.

View Invoices

Select Customer, Invoice & Status. Click Search to find the invoice from the Invoice List. Click on the 3 dots provided to select the options from :

• View Invoice

• Send Invoice Email ( With Pay Link)

• Reload Payment Status (To check the online payment status)

• Download Invoice

• Mark Invoice as Paid

 

Sample Invoice

 

 

​Check how to Setup Invoice & Recurring Billing

 

 

Articles in this section

• Central Administration System
• Configuration
• Company Details
• Company Information
• Mail
• Payroll Settings
• Merchant Email Configuration
• Invoice Setup
• QSR
• Payment Settings

See more