Invoicing customer order transaction to a customer is facilitated by the Checkout functionality found in a customer order.
A customer order can contain multiple transactions or require multiple invoices to completely fulfill the needs of the customer. Customer order checkout handles all of these scenarios.
Before You Start
Before you start, confirm the Customer Order has items ready for checkout. If your store uses a cash drawer (till) or card terminal, you may need to select one during the checkout process. Make sure any required receipt printer is installed and available on your computer if you plan to use one.
How to invoice the customer
On the right hand side of the customer order header you will find a large Checkout button. Clicking on this button will present you with the Checkout screen.
In Checkout, the basic steps you will take to invoice a customer are:
If necessary, set the Till and Payment Terminal you work with
Select the items to be invoiced
Process one or more payments to pay for the selected items in full
Set the invoice date and how to generate the invoice document
Finalize the checkout
Selecting a Till and Terminal
In the header of Checkout you will find the Till and Terminal settings. The Terminal setting will only be available when you have a payment processor enabled. You only need make a selection for either of these if you have multiple Tills or Terminals, otherwise they will be set for you.
Once you make your selections, the application will remember your choices so that you would only need to adjust them when you want to change to a different Till or Terminal.
Selecting items to invoice
The Select Items section of Checkout lists all of the un-invoiced items on the customer order. Checkout will attempt to automatically selects all invoiceable items and you can simply select or deselect the items in this list.
You will not be allowed to select items that cannot be invoiced such as parts that are not in stock or service jobs that are not ready to be invoiced.
When invoicing a deal, it cannot be combined with any other items listed and must be invoiced on its own.
Paying for the selected items
In the Payments section you can process as many payments as necessary to completely pay for the selected items.
To process a payment, you first select one of the listed payment methods.
Optionally enter a reference number or backdate the payment date.
And enter the payment amount. This amount will be automatically populated with the balance owing to fully pay for the selected items and you can override this when doing partial payments.
Once the selected items have been fully paid for you will them be given the ability to: enter a Tracking number, back date the invoice date, select to print and/or email the invoice when checkout is finalized.
The Finalize Checkout button will complete the checkout process and generate any requested documents.
The Checkout Summary
This panel in checkout provides you with total value of the selected items. As payments are processed in checkout, each individual payment will be listed. It will also show you the remaining balance due required in order to finalize checkout.
This panel will remain red until the selected items have been fully paid for
And once fully paid, the panel will become green
Reversing a Checkout Payment
In the Summary panel, each payment processed will have a reverse icon available. When selected the payment will be reversed as seen in this before and after:
Using Deposits and Store Credits in Checkout
If deposits have been recorded on the customer order or the customer has Store Credits available on their account, they can be used to pay for the selected items in Checkout using the special payment method that will be provided. You can use some or all of these amounts in Checkout.
Using AR Credits in Checkout
If an accounting integration is enabled and the customer has unused credits in the Accounts Receivable, these two will be made available as an additional special payment method.
Payment Method Surcharges
Some payment methods may have a payment method surcharge associated with them. When enabled, this will expose additional values for the surcharges in the payment amount area.
If you have the Special Actions > Modify payment method surcharge permission enabled, you will also have the ability to adjust the surcharge rate being applied.
When payments with surcharges are added in Checkout, they are reflected in the Summary panel as seen here:
