Send Invoice

Revision as of 20:50, 25 November 2024 by David Ashton (talk | contribs) (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...")
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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.

First enter an order on the iPad and save it.

Save order.jpg

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

Send invoice from recall.jpg

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

Send invoice dialog.jpg

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

Invoice email.jpg

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.

Make payment wizard.png

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

Payment confirmation email.jpg

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

New order arrived.jpg

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

Recall paid order.jpg

Then you will tender the order.

Tender paid order.jpg

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.

Cash out paid order.jpg

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.

History complete.jpgComplete dialog.jpg

The completed order shows up green on the history page.

Green history order.jpg

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.

Recall settings button.jpg

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.

Recall invoice settings.jpg