Learn how to modify and existing invoice or invoices on the acadia backend.
Manage.acadiapos.com for retail or rfsm.acadiapos.com for restaurants
1. Click “Sales” on the sidebar
2. To view invoices, click the invoices tab.
3. Click view to see invoice information or print.
4. Click print invoice or download in PDF.
5. On your browser, hit back to the back button, or return to invoice section.
6. Click on the statement tab to download PDF automatically in your browser.
7. To view statement in your browser, click on open.
8. Browser view of a statement.
9. To send
10. Select Invoice + customer statement or choose just invoice, you also can send a payment link as well.
11. Click “Add pay online link” and enter any notes for the customer into the “Optional email body” if you choose.
12. Enter any notes if you so choose and then click OK.
13. To add a credit to an invoice Click “Add credit”
14. Click ok to confirm to “Add credit”
15. Choose amount to add as credit and an option to include a note.
16. After entering amount and an optional note, click “OK”
17. Click the email tab to send the updated invoice with the credit added.
18. Send updated email with invoice + statement or just invoice. You can also choose to send an online payment link.
19. To send out multiple invoices at the same time with paylinks/statements, click the checkbox next to each item in the invoice list. Filter if needed.
Next click Email selected.
20. Enter the email address for the invoices, and click ok.
