Hulp
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
Screenshot from the Manage Repairs demo workspace.

Before you start

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.

Step-by-step

  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.

Good to know

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 and limitations

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.

Limitations

  • 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.
Related guides

Continue with related workflows.

All knowledgebase guides
POS Use POS checkout Sell accessories, devices, services and repair-related items from the same stock and customer records. Customers Manage customers and customer history Keep customer contact details, repair history, POS orders and notes in one place. Settings Customise settings, labels, SMS and booking forms Adjust branding, repair form fields, labels, statuses, customer portal, email, SMS, security and backups.