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Invoicing (Receivables)

Invoicing lets you ring up a sale for a customer without collecting payment at the time of purchase. This is useful for city accounts, agency customers, or anyone you bill after the fact. The system tracks what's owed under Receivables in the sidebar.

Setup​

Before you can create invoiced sales, you need a payment method with the Invoice (pay later) flag checked.

  1. Go to Settings > Payment Methods.
  2. Click Create (or edit an existing method).
  3. Name it something like Invoice or Net 30.
  4. Check the Invoice (pay later) checkbox.
  5. Save.

Creating an Invoiced Sale​

  1. Ring up items on the Cashier like a normal sale.
  2. Select Invoice (or whatever you named it) as the payment method.
  3. The system will ask for:
    • Customer: Required. Select an existing member or create one.
    • Due Date: When payment is expected.
  4. Complete the sale.

The sale is created with $0 collected. A receivable is automatically generated to track the outstanding balance.

Printing an Invoice​

After the sale is created:

  1. Go to Selling History.
  2. Find the sale and click to view it.
  3. Click Print at the top.

The printout includes your shop name, customer details, line items, tax, and the total — everything the customer needs to process payment on their end.

Tracking Outstanding Invoices​

All invoiced sales appear under Receivables in the sidebar. The list shows:

  • Customer name
  • Amount owed
  • Due date
  • Status

Receiving Payment​

When the customer pays their invoice, open the receivable and record the payment. The system tracks partial and full payments.

Tips​

  • Use a descriptive payment method name so cashiers know when to use it (e.g., "Invoice - City Account" or "Net 30").
  • Make sure the customer is attached to the sale — invoiced sales require a customer on file.
  • Check Receivables regularly to follow up on overdue balances.