Overview
In some cases you may need to create an invoice for a customer for them to pay at a later date or to pay online when they get home. There are a couple ways to get this done.
How it Works
The first option is only available to Users that have the "partial payment" authorization assigned to their role.
Once all of the items are added to the cart that you would like to have the customer pay, and they are assigned to the cart, click the "Invoice" button.
This will automatically add this as an unpaid invoice to the customer's account. The next immediate screen you will see is a "success" screen that also has an "undo" button if necessary. This will delete the transaction.
Below is another option to create an open invoice for a customer:
Once all of your items are in the cart, press the "Checkout" button. This will take you to the Payment Screen.
The payment type will default to a credit card but you will need to press the Cash tab.
The amount owed will automatically be entered in the "Cash Received" line. In this case, we are not accepting any money so you will need to type "0" in the cash received line.
Email Receipt: By default this box is checked. In most cases you will want to send a receipt to your customer but there may be some cases where you choose to not send this.
Save credit card: Only used if processing a credit card payment.
Split Tender: In this situation, you would not need to check the box for split tender because you are not accepting any money.
Add Note: A payment note can be added to an invoice for internal records or to pass along any information to the customer.
When finished, press the "Process Checkout" button on the right hand side.