What is Customer Invoicing?
Customer Invoicing provides you with the ability to send an invoice and a payment link directly to your customers. Additionally, because invoices are now sent through our system, the revenue from your invoices will automatically be correctly assigned and accounted for.
How to Create a Customer Invoice
Only employees with the correct permissions are able to access this page
How Invoices Work for Your Customers
Reviewing Invoices
Only employees with the correct permissions are able to access this page
FAQs
When will sales show in my Accounting and Regular Reports?
Sales register to all reporting on the day that payment is made.
Why can't I see the Invoicing Page?
Your job must have access to the 'Can see and create customer invoices' permission.
What happens to the payment link I sent to my customer when I void an invoice?
The payment link will expire immediately.
Are the line items in my invoice associated with the items on my menu?
No. For now, the items are strictly for communicating itemization to your customer and have nothing to do with items within the system or product reporting (other than contributing to the invoice total).
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