Invoice - Generating an Invoice

At times, you may need to create an invoice for a customer that isn't automatically generated at the point of sale. Perhaps you prefer cash or cheque or you provide a service that your customer pays for after they have received the service. In these situations, you may need to manually generate an invoice to send to your customer.

The action will be added to the Sales manager after the invoice is sent. It will be labelled as unpaid until you confirm otherwise

To generate an invoice, follow these steps:

• Expand the Action section and then select the Invoice option:

• You will be taken to the Invoice Manager which will look similar to this:

• In this example, there is only 1 item. If you have more items on your store, you will be able to scroll through them on this page as well as searching for the item code. For now, we will generate an invoice for this single item

• Press the Basket icon at the end of the row. This will add 1 of the item to the basket and then move you to the checkout. If you would like to add more than one item, simply enter the amount in the space located in the Action field and then press the Basket logo. You can also change the price of this item by adding an amount to the column labelled Special. This is useful for invoicing customers with completely different prices than you normally would meaning you don't have to change the price of the item overall, only for this single order:

• On the next page, after pressing the Basket icon, you can adjust the Quantity of items, Recalculate the total, continue to the Checkout or Continue Shopping to add further items to the basket:

• Press Checkout for now to continue to the checkout page

• Scroll down the page a little to see the postal details and personal information section. Fill out the fields with your customers information. Check the Invoicing Options are correct for your needs and then press the Generate Invoice button:

• The invoice will be generated immediately and sent to the email address you provided for the customer in the previous step. The system will update and you will be returned to the Admin Panel, specifically the Sales manager. We can see in this image that a copy of the new invoice has been generated and added to the Sales Manager as it is highlighted in yellow: