Invoices

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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 TransactionsInvoices 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

 

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