Creating manual invoices for store accounts can be time-consuming. Speed up the process by enabling automatic invoice creation for customer or supplier accounts.
Set Up Automatic Invoices
To enable Automatic Invoices follow the step below:
Go to the Store Config tab from the left menu.
In the search bar, type invoice. Under the Store Accounts section, select your preferred option using the checkboxes:
• Customer Accounts
• Supplier Accounts
Click Save in the bottom-left corner to apply your new settings.
Note: Once enabled, every transaction using Store Account as a payment method will automatically create an invoice.
Partial Payments and Store Account Balances
Partial payments on a store account invoice don’t update the sales screen balance until the invoice is fully paid.
For example, if a customer pays $3.50 toward a $5.44 invoice, the sales screen will still show $5.44 until the full amount is paid.
Note: To see the updated balance, ensure the invoice is fully paid before adding the customer to a new sale.