HOW TO FINALIZE A CUSTOMER ORDER AND CREATE AN INVOICE


Navigate to the relevant Customer Order that is ready to be finalized.

  1. Click on User-added image to open the Checkout section.

  

User-added image
  1. From the Checkout section, complete the relevant options:
User-added image

1.   Select what you want to checkout - Blackpurl will automatically select all items that can be checked out but you
can unselect any items by unticking the relevant checkbox
2.   Choose a Payment Method - select how your customer is paying for the items
3.   Type in the amount that is being paid by that Payment Method
4.  Click on User-added imageto finalise the payment by this Payment Method

   

TIP: You can process multiple Payment Methods.  For example your customer wishes to pay by both Cash and Visa.
       C
hoose the payment method: CASH and then type in the amount payable by that payment method / then choose the
       next the payment method: VISA and type in the amount payable by that payment method.  
  1. The Balance Due area changes to GREEN once the items you selected have been paid in full.

Click on User-added image with the option to Print Invoice or Email Invoice to customer. 

User-added image

TIP:  Did you know you can backdate a payment and/or Invoice?  Please review our article - How-to-Backdate-Customer- Order-Deposits-Payments-Invoices


  1. A new Invoice History section has been added to your Customer Order.  If you need to reprint or re-email the invoice at a later date, you would navigate to this section and click on the print/email option next to the invoice details.
User-added imageIf all items on the Customer Order have been paid in full, then the status of the Customer Order will be Closed and no further changes can be made.