1. Open Mobile POS at your point of sale device.
2. Click Assign
3. Find the customer that is going to pay off the invoice/invoices
Use the search feature on the top left to find them quickly.
4. Once the customer is assigned, click “Confirm”
5. Click “Pay Invoice”
6. This will show the total balance for all outstanding invoices.
If you click OK, you load all the invoices into the checkout.
If you click the dropdown where it says “Load all Invoices” , it will present you will with a list of all the past invoices and options to pay off invoices.
See next slide for full definitions.
7. OVERVIEW: INVOICE OPTIONS & DEFINITIONS
Load All Invoices
This is a retrieval command. When selected, the system fetches every outstanding or open invoice associated with the specific merchant or customer account.
Purpose: It allows the user to see the full scope of debt or history before deciding which specific items to apply a payment toward.
Action: It populates the list below with all available “Inv. #” entries.
2. Load Earliest Invoices Covered By Amount
This is an automated allocation logic (often referred to as “First-In, First-Out” or FIFO).
Purpose: If you have a specific payment amount (e.g., a $500 check), clicking this will automatically select the oldest invoices first until the payment amount is exhausted.
Benefit: It ensures that the oldest debts are cleared first, which is standard accounting practice to prevent invoices from becoming severely past due.
3. None
This is a selection reset.
Purpose: It clears any current selections or checkboxes. If the system auto-selected invoices or if you clicked the wrong ones, “None” allows you to start over with a fresh list without exiting the screen.
8. Invoice Entry Breakdown
Each line in the list represents a specific open invoice. Here is how to read the data:
Invoice Number (Inv. #): The unique identification number assigned to the transaction.
Original Amount: The first dollar amount shown in parentheses—this is the total value of the invoice when it was first created.
Amount Due (due:): The current remaining balance. This will match the original amount unless a partial payment has already been applied.
Account Name: The text following the forward slash (/) identifies the specific customer, biller, or demo account associated with the charge (e.g., A1 Jon DEMO or bill).
9. Click “Load All Invoices” for this example on how to load all invoices.
10. Click “OK”
11. Click “Yes, Do it”
12. For Card click “Start Transaction”
For Cash click “ORDER AMNT” & then click “Confirm”
13. After you click “Confirm” you will have the receipt pulled up, and you can PRINT/EMAIL/TEXT(SMS) the receipt.
You can also click “Email Balance Link” to send the customer their balance in a clickable link.
