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Invoice 

POS invoicing allows merchants to create, send, and track invoices from anywhere. Whether using a POS device or the Merchant Portal, you can invoice customers and collect payments at the counter, at a desk, or on the go.

 

Enable & Configure Invoicing: 

 

From the Portal, navigate to Marketplace > Tools.  Locate Invoicing, and Select Add.  

 

1 Enable Invoicing

 

 

Check the box shown in the image below, and click Confirm Pricing. 

2 Enable Invoicing

 

Next, you will see a confirmation screen.  Click See My Tools.

3 Enable Invoicing

 

Click Enable.

4 Enable Invoicing

 

Click Get Started.

5 Enable Invoicing

 

Click Submit Request.

 

 

 

Portal - Summary

 

There are 3 options under Invoices in the Portal side Navigation - Overview, Invoices, and configuration. 

  • Overview: The Overview page provides a snapshot of your invoice activity and gives you quick access to key actions. You can monitor Overdue, Outstanding, and Paid invoices across multiple time ranges, making it easy to track what’s past due, coming up, or already collected. From this page, you can also add a new invoice for an existing or new customer and export invoice data in Excel or PDF format for reporting or record‑keeping.



  • Invoices: The Invoices page gives you detailed control over all your invoices in one place. You can view invoices by status (All, Due, Completed, or Overdue) filter results by a specific date range, and search by customer last name, phone number, or invoice number. The page also lets you track whether invoices have been viewed or not viewed, export filtered results to Excel or PDF, add new invoices for existing or new customers, and send notifications to prompt customers for payment.
     

  • Configuration: The Configuration page is used to get Invoicing set up for your account. From this page, you can select Getting Started to request invoicing as a subscribed tool, which is required before you can begin creating and sending invoices. This step is typically completed once during initial setup.

    5 Enable Invoicing 
Branding 

While branding settings were previously managed here, all branding options are now centralized. Visit the Branding page to manage branding details across all tools.

Note: The Business Name field used for invoice configuration has been moved to the Branding page. If this field is left blank, invoice emails will not be sent to customers.

 

Portal - Invoice Management

 

From the Invoice Detail page, you can view the details of a specific Invoice, and manage it as needed.

 

Screenshot 2025 03 04 at 3.46.24 pm

 

  • View Invoice Details

    • See all Invoice details, including Customer information, line items, prices, tenders, an activity log, and more.

 

  • Edit an Invoice

    • Edit Customer details, line items, prices, etc. An Invoice can’t be edited if a payment has been applied.

 

  • Cancel an Invoice

    • Invoice is canceled. If there is a partial payment on the Invoice, it will be refunded. Customer is notified.

 

  • Refund an Invoice

    • If an Invoice is Paid, this refunds the payment made on the Invoice. Customer is notified.

 

  • View an Invoice

    • See the customer-facing version of the Invoice. You can view the hosted version of the Invoice, and download a PDF if needed.

 

  • Copy an Invoice

    • Creates a new invoice from the existing one, copying over customer information, line items, prices, etc...

 

  • Write Off an Invoice

    • Closes out the Invoice. Partial payments are not refunded, and the status of the Invoice is set to Bad Debt. Collecting the balance of a written off Invoice will require creating a new Invoice.  Customer is notified.

 

  • Send a Reminder to Customer

    • Sends a reminder text and/or email to the customer about the Invoice. The communication method is determined by the communication preferences on the Invoice.

 

  • View Transaction Details

    • See the Transaction summary for the Invoice.

 

 

Invoice Sample

 



Invoices are professionally designed to represent your brand!  

To update your logo, colors, and business details, visit the Branding Page. Your changes will automatically apply across all tools that apply such as  Invoicing, Order Ahead, and more, eliminating repetitive setup and mismatched branding.

 

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