Point of Sale Invoicing

OBJECTIVE

The Point of Sale Invoicing option is used to invoice a counter sale or customer order directly without first requiring a delivery transaction.

 

PREREQUISITEs

 

Summary

 

Steps

 

maestro* > Invoicing > Customer Orders > Point of Sale > Point of Sale Invoicing

 

Invoicing a Customer Order or Counter Sale from a Point-of-Sale Transaction

  1. Select or enter the Order number.

You can also enter a sale directly that is not linked to customer order.

  1. Enter the required information in the tab:
  1. Enter the required information in the tab:
  1. Enter the required information in the tab:
  1. Enter the required information in the tab:
  1. Enter the required information in the Memo tab: Used to enter a memo for the invoice.
  2. Click Save.
  3. Select a payment method or move to the customer’s account by clicking the Print icon.

For a cash payment, refer to the Paying an invoice with cash procedure in Help, which specifies how payment amounts can be rounded automatically.

  1. Click Transfer to update the inventory.

 

Enter a sale from a kit

 

This feature applies to items whose Status corresponds to Kit in the Catalogue Management option.

  1. In the Breakdown grid, enter the kit's inventory code in the column or click on the icon to select a kit through the Select a record window. The Component Selection window opens.
  2. Enter the amount of kits (Quantity) needed in the sale.
  3. Check the kit items to include in the sale.
  4. Click on Select.
    All chosen kit items will automatically be added to the sale.
  5. Save the sale.

 

See also

 

Last modification: March 18, 2025