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You can view invoices for each of your customers who has a balance by logging into the system and going to Modules > Invoices.

Please Note: If this feature is not already active for you, please go to Admin Button > Settings > POS Settings > Invoices and you can turn this feature on.

The Rain POS Invoice System

Our new Invoice system is automated to an extent: Any customer who has an Account Balance they owe to the store will appear in the Invoices list under the POS menu.

To create an Invoice, simply go to the Register, load the Customer, load the item(s) that will be in the Invoice, and complete the transaction by having the customer pay using the On Account method, under the Miscellaneous Payment Methods button (four purple squares). As soon as the transaction is completed, the customer's invoice will appear on the list under Modules > Invoices, as displayed below:

You can open an Invoice by clicking on its ID Number and you can see details about the Customer, the item(s) being purchased, due dates, etc. You are also able to take it to the Register by clicking Make Payment, allowing the customer to pay toward the balance. You can Print the invoice, or you can click to Send to Customer, which will allow you to email a copy of the Invoice to the customer. If you have enabled the Beta feature that allows you to Edit Transactions, you will see an Edit button at the bottom of invoices where the customer hasn't yet made any payments toward the balance. For more information, click here (following this link will open in a new tab): Editing Completed Transactions.

If you take the invoice into the Register, you can take payment on the balance owed. Invoices do not require the full payment be made at one time, you can click in the amount field to change it to a lesser amount. Here is what the invoice looks like in the Register:

If you click Send to Customer in the Invoice detail view, you are able to send to the email address the customer has in their account, or you can specify a different email, if needed:

The customer will receive an email that looks like this:

If the customer clicks to Pay Online, they'll be taken to your website and they'll have the ability to either pay the entire amount or a partial amount, if they like:

Their account information will be updated with the new payment immediately, and a receipt will automatically be emailed to them.

Please note that with invoices active in the system, if you want customers to be able to use account balances or invoices in the Register, you need to open the customer, go to the Settings tab, and at the bottom of the list of settings, turn on Allow Payments on Account, as pictured below. The On Account payment method will then be usable for that customer in the Register.