Web App
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.
Invoice & Statement Management
Last Updated: April 7, 2026In this guide, we have covered the following: Essential Invoice Guides 1. Getting StartedThis is a guide on the initial steps required to create an invoice. Get started by accessing the Invoices section Learn how 2. Emailing InvoicesThis section explains the process of emailing an invoice or statement directly from Acadia POS. It includes instructions...
Product Sales History Report
Last Updated: April 7, 20261. From the dashboard click “Reports” 2. Click “Product Reports” 3. Select “Product sales history” 4. Click “Type to search” for specific products 5. After choosing products and the date range click “Get report” 6. Choose what file format you want for the report CSV, EXCEL, PDF, or “COPY” to clipboard
Access Product Reports
Last Updated: April 7, 2026A product reports section is the analytical hub of your dashboard, transforming raw data into actionable insights. It’s designed to help you track performance, understand user behavior, and make data driven decisions to optimize your product’s growth. Steps to access Product Reports List of Key Product Reports
Managing Sales Order Lines
Last Updated: February 19, 2026Sales order lines are a crucial component of the sales process, detailing the specific items that customers have ordered. Understanding how to manage and filter these order lines can significantly enhance sales efficiency and customer satisfaction. Steps to Manage Order Lines Conclusion Mastering the management and filtering of sales order lines is vital for any...
Order Lines – Opening Individual Order
Last Updated: February 19, 20261. After filtering out the sales you were looking for, you can click on the order id number and it will.. 2. Bring you to the individual sale that you are looking for. You have all the sales information here, you can print the order, or if you need to void a sale you can...
