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Create a point of sale invoice

Last Updated: Feb 14, 2018 09:24AM EST
To create a new empty invoice or bill simply click the green New Bill button at the top right above the calendar. This will create a new blank bill with no rooms associated.

  • To add Items to the bill, click Add Item.
  • Choose the item you would like to add to the bill from the drop down.
  • At this point, you can change the price and date of fulfillment.
  • Click Save to add the item.
  • Repeat this process for each item that needs to be added.
If you need to delete and item or edit the price, hover your mouse over the item and note the orange links. Choose Delete to remove the item; choose Edit to change the price.

On the left side of the page add the customer information. If you need to send them an email make sure to retain an email address.

At the bottom of the page under "
Payments" you can record the customer's payment(s) for the bill. After your customer has paid, you can send an email such as a receipt on the bottom left of the page.

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