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You can configure your Invoices for your customers using the Invoice Settings area of Bottle POS. Take a look at how easy it is!

You can get to this part of the system by logging into your Admin app and clicking Settings on the left. In the menu that opens, click on Invoice Settings.

Configuring Your Customer Invoices

You will use Invoices to notify customers about amounts they owe the store and how they can pay for them. In this article we'll explore what is there for you. For all areas, remember to click the Save button at the bottom to finalize any changes you make.

In this area you can configure the following settings:

1. Default Due Date - Use the dropdowns to set the number of Days, Weeks, or Months you want for a customer's House Account balance to become due.
2. Default Template - It is best to use the the Default Invoice template. The Mixed Language or Alternate Language are still under development.
   
   
3. Payment Instructions - Enter your text for the Payment Instructions your customers will see at the bottom of the invoice.
4. Email Message - Enter the text you want the system to use when you send an Invoice to a customer. As pictured above, if you use %name% the system will merge the customer's name into that part of the message. The system will also automatically attach the invoice as a PDF file.

Related Topics

How to Generate and Email an Invoice from a Sale

General Settings

POS Settings

How to Set Up and Use a Customer House Account

Frequently Asked Questions

Q: Does the system automatically send invoices or do I have to manually send them?

A: Not at this time. You will need to use the Email Invoice function described in the article linked above, How to Generate and Email an Invoice from a Sale.

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