1.To issue an invoice to a customer from the POS, you need to go to the Receipts section, then follow these steps:
2.Choose one of the options: Send the invoice by e-mail or Print the invoice.
3. If you choose to print the invoice, you will need to select the customer for whom the invoice
If the customer already exists in your database in the Clients section, you just need to search for them by name, tax ID, or phone number and select them from the list.
When you choose to send the invoice by e-mail, once the customer is selected, a window will appear where you can send the invoice via e-mail. You will need to enter the customer’s e-mail address, then click Save.
If you choose to print the invoice, you only need to select the customer.
If the customer does not exist, you will need to create them using the + Add new client button on the middle side of the window.
Edge cases
I can no longer find the receipt in POS to send the invoice
The POS only displays receipts from the last 6 days. For an older receipt, issue or send the invoice from the admin account:
Go to the Sales menu in admin.
Search for the receipt using the magnifier — you can filter by date and by payment method.
Open the order (3 dots → View) and issue / send the invoice.
Note: a modern payment on a Z report represents a bank transfer. If the receipt is not older than 6 days, you can also find it in POS → Receipts, filtering by payment method.
For more details on how to create a Client in POS, click here.