This guide provides a step-by-step approach to efficiently create and manage invoices using the MobilePos app. It covers everything from selecting products and entering customer details to finalizing payments and sending invoices.
1. Frontend Invoicing (Terminal) Choose products from your categories.
2. Add as little or as many items as you like.
3. Click Assign
4. Now select the customer or hit “create” to enter a new customer into the system.
5. After clicking on the customer you have the choice to Unassign,Edit,Redeem Balance,Redeem Partial, you can view sales history and view customer item history.
6. You can hit edit to make sure customer details are correct. If the email is incorrect, the invoice will go undelivered. Always double check.
7. Next, if everything is correct, go ahead and click “Pay”.
8. Once in the checkout area, make your way down to “Payment by invoice”.
9. Step
10. Next you will click order amount.
11. After you hit order amount, click on confirm.
12. Choose your delivery option for either invoice/receipt, or choose to print receipt.
13. Step
14. Send invoice with option to include customer statement
15. Click send it.
16. When the customer checks their email, they will have a pay link, as well the statement PDF, and the invoice PDF if selected when sending.
17. Customer will then enter their details, or Google Pay or Apple Pay.
18. Example of statement when opened from email
19. Example of Invoice details when opened from email
