You may need to generate a proforma invoice to print or send to a customer, to show them the balance owing against a purchase (along with any amounts already paid).
There are several ways to access these invoices.
When the customer order or quote is first created
When you create a Special Order, Layaway, Workshop Job or Quote, you can view an invoice for the order when you reach the Transaction Summary screen:
This will open a Full Size invoice in a new tab of your browser.
You can print this invoice or save it as a PDF to email to your customer.
After the customer order or quote has been created
1) In the Cloud POS Back Office, navigate to Customer Orders > Customer Orders.
This will show a list of all open orders in your database.
2) Locate the order you need, then click the Actions button:
3) Click Receipts & Invoices:
4) Choose View Proforma Invoice to open a Full Size invoice in a new tab of your browser.
You can print this invoice, or use the relevant buttons to text or email the invoice to your customer.
Invoices for Business customers
If you charge VAT and the customer on the order is a Business, the invoice shows prices excluding VAT, in the 'Net Price' and 'Net Total' columns. Discounts aren't shown on these invoices.
If the order is invoiced to a separate business, use the 'Business Invoices' section to view their invoice. See How do I split an invoice for a Bike Lease order? for more details.
