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Sales

Create and send sales invoices

Create formal customer invoices, download PDFs, send invoices and mark them paid or void.

Business reports and sales area used for invoice and sales records
Capture d’écran de l’espace démo Manage Repairs.

Avant de commencer

Sales invoices are for formal customer billing. They are separate from quick POS receipts and repair labels, but they share the same shop branding and customer workflow.

Étapes

  1. Open Business, then Invoices.
  2. Choose New invoice.
  3. Add the customer and invoice line items.
  4. Save the invoice and check the totals.
  5. Use Download PDF when the customer needs a copy.
  6. Use Send invoice when the invoice should be emailed to the customer.
  7. Use Mark paid once payment has been received, or Void invoice when the invoice should no longer be used.

Bon à savoir

Use POS checkout for quick counter receipts.

Use Business > Sales History to review completed POS sales, repair payments and website orders.

Use Settings > Invoice Settings to choose the invoice template, header, footer and terms shown on invoice PDFs.

Options et limites

Options

  • New invoice creates a formal invoice record.
  • Download PDF gives a copy for saving or sharing.
  • Send invoice emails the invoice to the customer where email settings allow.
  • Mark paid and Void invoice control the invoice status.

Limites

  • Invoice Settings control invoice templates and wording, but there is not a full drag-and-drop invoice designer.
  • Email delivery depends on correct customer email details and configured email settings.
  • Invoices are not the same as repair labels or seller purchase receipts.
Guides associés

Continuez avec des parcours proches.

Tous les guides
Caisse Encaisser avec la caisse Vendez accessoires, appareils, prestations et articles liés aux réparations depuis le même stock et les mêmes fiches client. Clients Gérer les clients et leur historique Centralisez coordonnées, historique des réparations, ventes caisse et notes client. Paramètres Personnaliser paramètres, étiquettes, SMS et formulaires Ajustez l’identité visuelle, les champs de réparation, les étiquettes, statuts, portail client, e-mails, SMS, sécurité et sauvegardes.