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This article will explain how to generate and email an invoice for your customers from an existing sale. These invoices can be used to notify a customer of any unpaid amounts or to provide proof of payment.

To get started, login into your Admin app. From there, click on the Customers tab on the left side navigation bar. This is where you can manage your customers as well as see a customer's transaction history.

Creating an Invoice

Use the Search or the Advance Search to find the Customer from the transaction. After you find the Customer, click on the clock icon to the right of the customer's name to view more details. The Customer History window will open.

Click on the Transactions tab to view all the transactions the customer has and click on the Details button of the transaction for which you want an invoice. The Transaction Details window will open.

In the Transaction Details window, click on the Options tab and you'll see your options for working with the invoice:

• Click the Generate Invoice button to download the invoice onto your computer or view it online. The Generate Invoice window will open and you can either View or Download the invoice in HTML or as a PDF file. Unless you work with second languages, you will almost always use the Default Template for your invoices. Contact Support at 704-405-5089 if you have questions.
  
  
• Click the Email Invoice button to email the invoice to your customer directly from the Admin. The Email Invoice window will open. You should almost always use the Default template. The email address of the customer will automatically populate in the To field, and you can CC (copy) or BCC (blind copy) other email addresses as needed. By default the Subject will be the Invoice Number, but you can adjust that if you like. The Body of the message will be the default text found in the Admin app under Settings > Invoice Settings, but you can adjust it manually if needed. The Admin will automatically attach a PDF file of the invoice for the customer. Click the Send button when your message is ready.
  
  

Related Topics

POS Sales Manager

Reprinting Transaction Receipts

Invoice Settings

Frequently Asked Questions

Q: Will the email containing the invoice have my business name on it?

A: Yes the email will have your business name from the POS as the sender, but the email address will show noreply@bottlepos.com.

Q: I have a question, but I can't find my answer here, how do I get more assistance?

A: You can ask any question at the number below. Contact our 24/7 support team at: (877) 381-4087