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  • Getting started
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    • Find an invoice
    • Invoice details and printing
    • Collect a due payment
    • Refund an invoice
    • Void an invoice
    • Export invoices to CSV
    • Today's revenue and collected: how the numbers reconcile
    • Billing shortcuts
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Help centreBilling & POS

Billing & POS

Invoices, dues, refunds, voids and exports.

  1. Find an invoiceSearch, filter and sort the invoice list by status, payment mode, customer, dues and date.OwnerManagerFront deskApp
  2. Invoice details and printingOpen an invoice to see its lines, taxes, payments and notes, and print it in the format set under Point of Sale.OwnerManagerFront deskApp
  3. Collect a due paymentTake the balance on a part-paid invoice, in one or more tenders or from the customer's advance.OwnerManagerFront deskApp
  4. Refund an invoiceReturn money to the customer for some or all of a bill, put the stock, commission and points back, and mark the refund paid once the cash leaves.OwnerManagerApp
  5. Void an invoiceCancel a bill that should never have existed. The number stays on record with a reason, and nothing about it counts towards sales.OwnerManagerApp
  6. Export invoices to CSVDownload the invoice list, with the filters you have applied, as a spreadsheet for your accountant.OwnerManager
  7. Today's revenue and collected: how the numbers reconcileWhat each stat card on Billing and POS counts, and why revenue and collected can differ on the same day.OwnerManager
  8. Billing shortcutsThe keys that work on the Billing and POS list.OwnerManagerFront desk
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