David Ashton at 18:45, 26 November 2024

2024-11-26T18:45:03Z

← Older revision		Revision as of 12:45, 26 November 2024
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	You can email a customer an invoice for an order and they can click the link in the email to pay for the order.		You can email a customer an invoice for an order and they can click the link in the email to pay for the order.

			=== Option A: From the LinkPOS App ===
	First enter an order on the iPad and save it.		First enter an order on the iPad and save it.

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	[[File:Send invoice dialog.jpg\|frameless]]		[[File:Send invoice dialog.jpg\|frameless]]

			=== Option B: From the web portal ===
			Log in to https://linkpos.net and navigate to the Receipt Entry page

			[[File:Receipt entry menu page.jpg\|frameless]]

			Select items from the sections. Click the Add button and select the options from the dialog box to add items to the order.

			[[File:Add items to the order.jpg\|frameless]][[File:Item options dialog.jpg\|frameless]]

			Make sure to add the email address of the customer to the order at the top of the page

			[[File:Add email address to the order.jpg\|frameless]]

			Then scroll to the bottom of the page to see the items on the order. Touch the "Save Invoice" button to save the ticket and email the invoice to the customer.

			[[File:Send invoice button.jpg\|frameless]][[File:Invoice emailed.jpg\|frameless]]

			=== After sending the invoice from either the LinkPOS app or the web portal. ===
	The customer will receive and email with the order and a button to send them to the payment page.		The customer will receive and email with the order and a button to send them to the payment page.

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	[[File:Recall settings button.jpg\|frameless]]		[[File:Recall settings button.jpg\|frameless]]

	On the settings page you need to have the Invoice toggle switch turned on. This ~~shows~~ the Invoice button on the recall page.		On the settings page you need to have the Invoice toggle switch turned on. This will show the Invoice button on the recall page.

	You also need to have the "Check for online orders" switch turned on. This causes the iPad to periodically check the server to see if there are orders that need to be downloaded to the iPad. In this case it is the paid order that the iPad gets notified of when the customer pays the invoice online.		You also need to have the "Check for online orders" switch turned on. This causes the iPad to periodically check the server to see if there are orders that need to be downloaded to the iPad. In this case it is the paid order that the iPad gets notified of when the customer pays the invoice online.

	[[File:Recall invoice settings.jpg\|frameless]]		[[File:Recall invoice settings.jpg\|frameless]]

David Ashton: Created page with "You can email a customer an invoice for an order and they can click the link in the email to pay for the order. First enter an order on the iPad and save it. frameless Then touch the Recall button and touch the Invoice button next to the order you want to send an invoice for. frameless The send invoice dialog will pop up. Enter the customer's name and email address and then touch Send File:Send invoice..."

2024-11-26T03:50:22Z

Created page with "You can email a customer an invoice for an order and they can click the link in the email to pay for the order. First enter an order on the iPad and save it. frameless Then touch the Recall button and touch the Invoice button next to the order you want to send an invoice for. frameless The send invoice dialog will pop up. Enter the customer's name and email address and then touch Send File:Send invoice..."

New page

You can email a customer an invoice for an order and they can click the link in the email to pay for the order.

First enter an order on the iPad and save it.

[[File:Save order.jpg|frameless]]

Then touch the Recall button and touch the Invoice button next to the order you want to send an invoice for.

[[File:Send invoice from recall.jpg|frameless]]

The send invoice dialog will pop up. Enter the customer's name and email address and then touch Send

[[File:Send invoice dialog.jpg|frameless]]

The customer will receive and email with the order and a button to send them to the payment page.

[[File:Invoice email.jpg|frameless]]

The customer will touch the "Click here to pay your invoice" button and it will send them to the payment portal.

They will follow the wizard on the payment portal to enter their credit card information, contact name, and phone number.

[[File:Make payment wizard.png|frameless]]

When they complete the payment they will receive a confirmation email for their payment.

[[File:Payment confirmation email.jpg|frameless]]

Back in the store at this point the iPad will receive an online order notification indicating that the customer has paid for the order.

[[File:New order arrived.jpg|frameless]]

Now you can recall the paid order by touching the Recall button and selecting the order.

[[File:Recall paid order.jpg|frameless]]

Then you will tender the order.

[[File:Tender paid order.jpg|frameless]]

On the tender page you will see that there is nothing due and there is a payment in the payment list. Touch the Cash button to tender the order.

[[File:Cash out paid order.jpg|frameless]]

Then you can go to the History page and see the order.

If you use full service with tips then you will complete the order otherwise you are finished.

[[File:History complete.jpg|frameless]][[File:Complete dialog.jpg|frameless]]

The completed order shows up green on the history page.

[[File:Green history order.jpg|frameless]]

== There is no invoice button on the recall page ==
If there is no Invoice button from the recall page then you need to go to the recall page settings.

Touch the cogwheel button in the upper left corner of the recall page.

[[File:Recall settings button.jpg|frameless]]

On the settings page you need to have the Invoice toggle switch turned on. This shows the Invoice button on the recall page.

You also need to have the "Check for online orders" switch turned on. This causes the iPad to periodically check the server to see if there are orders that need to be downloaded to the iPad. In this case it is the paid order that the iPad gets notified of when the customer pays the invoice online.

[[File:Recall invoice settings.jpg|frameless]]

Send Invoice - Revision history

David Ashton at 18:45, 26 November 2024