Create and make invoice payment with deposit on POS:
Go to POS & PAYMENT
Place order for the item(s) that customer wants to purchase
The items will reflect in the cart on the right-side of the page
Here's a video guide from Step 1 to 3:IMPORTANT: Tap on CUSTOMER located in the red box on the right-hand side of the page, as shown below:
You can either search customer's registered Phone Number or Name
Once done searching, select the customer's name or phone number, then select CONFIRM
NOTE: If customer has NOT registered, you can proceed to do so after no search result was to be found, Qashier terminal will prompt you whether you want to register a new customer
Here's a video guide from Step 4 to 6:The customer's name will be displayed in the red box at the right-hand corner of the page once you have successfully select from CRM, as shown below:
Click on PAY at bottom right corner to proceed with payment
Select INVOICE as your payment method
You can choose to change Invoice Title, Invoice Number, PO Number (optional), Invoice Due Date, Invoice Notes to your preference. Also, do check whether the Amount Due and Email is correct or not.
Under Payment Terms, select Deposit and key the the deposit amount customer paid
Once everything is confirmed, select CONFIRM
Select CONFIRM if you want to email the invoice to the customer, else select CANCEL
Then proceed with the payment of the deposit by selecting the preferred payment method
Tap CONFIRM to complete payment
Here's a video guide from Step 7 to 15:
Make payment for invoice with deposit on POS:
At Main Page, select Invoice Management
Enter the staff pin and select CONFIRM
Select the invoice that you want to make payment
Select FINAL PAYMENT button at the bottom of the screen
Select the desired payment method and continue to make payment
Once done, select BACK TO INVOICE
You should see the invoice that just paid, the status has changed from PARTIALLY PAID to FULLY PAID
Here's a step-by-step video guide:
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