Web App
Importing Products
Last Updated: April 9, 2026A detailed guide on how to create and import a product list. This is specifically going over how to import with “Import Products and Inventory, Create ALL Products Present” as the chosen method from the import dropdown selection menu. 1. Open google docs (Preferred, can use another doc program if you wish) These instructions are...
Schedule Changes in Product Name, Cost or Price
Last Updated: April 8, 20261. Login to Acadia POS by visiting manage.acadiapos.com for Retail or rfsm.acadiapos.com for Restaurant 2. Make sure your account has “Scheduled Save” feature enabled Learn how to enable 3. Click “Items” 4. Use the “Search” field in the top right corner of the page to find the item. 5. Next to the product, click the...
General Settings – Enable Scheduled Save for Products
Last Updated: April 8, 2026Login to Acadia POS by visiting manage.acadiapos.com for Retail or rfsm.acadiapos.com for Restaurant. 1. Click the “Settings” tab on the bottom left side of the screen 2. Click “General settings” 3. You can use Ctrl + F on Windows or Command + F on Mac to find this setting header faster. Search: Allow Scheduled Save...
Sending Multiple Invoices
Last Updated: April 7, 20261. Click “Sales” on the sidebar 2. Click “Invoices” in the upper right corner 3. Select all the invoices you would like to send by checking the box next to the invoice. 4. Click “Email Selected” 5. The email field for the customer will autofill if the customer entered it into the system. If its...
Open an Invoice
Last Updated: April 7, 20261. Navigate to manage.acadiapos.com for Retail or rfsm.acadiapos.com for Restaurant 2. Click “Sales” on the sidebar 3. Click “Invoices” in the upper right 4. Click “View” which is to the right of the product under the view column You can now view the invoice 5. Click “Open” which is to the right of the product...
Add Credit (Price Correction Crediting) in an Invoice
Last Updated: April 7, 20261. Navigate to manage.acadiapos.com for Retail or rfsm.acadiapos.com for Restaurant 2. Click Sales on the sidebar 3. Click “Invoices” in the top right corner 4. Click “Add credit” all the way to the right of the product, under the view column 5. After clicking “Add Credit” a message will pop up displaying this message. This...
SMS an Invoice/Statement
Last Updated: April 7, 20261. Navigate to manage.acadiapos.com for Retail or rfsm.acadiapos.com for Restaurant 2. Click Sales on the sidebar 3. Click “Invoices” in the top right corner 4. Click “SMS” 5. Enter the phone number of the person you want the paylink sent to. (Optional) Enter a note to include in the invoice. 6. Click “OK” EXAMPLE of...
Paying an Invoice with Paylink
Last Updated: April 7, 20261. If you chose to send a paylink to a merchant, this is how they will complete payment. Please see for example if you are unaware if you checked the paylink box, or do not not know how to do it yet. 2. When you open an email that has been sent with a paylink,...
Email an Invoice/Statement
Last Updated: April 7, 20261. Click “Email”, which is located to the right of each invoice. 2. If the customer already is in the system with their email, their email will show up automatically. But if it isn’t, go ahead and enter that information. -Choose Invoice + Customer statement OR just Invoice only -(Optional) Click the box “Add Pay...
Navigate to Invoices Section
Last Updated: April 7, 20261. Navigate to manage.acadiapos.com for Retail or rfsm.acadiapos.com for Restaurant 2. Click “Sales” on the sidebar 3. Click “Invoices” in the upper right corner 4. You are now in the invoice section, you can view all of your invoices here as well as create,edit,view,send invoices and statements as well as download them.