Add External Invoicing

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This How-To describes new functions and workflows that are only available in enforePOS 2. This version is exclusively available to customers participating in the enforePOS 2 Early Access program.

In the External Payments overview, in addition to an external payment method, you can also create an external invoicing method. This allows you to create invoices to be settled and collected outside of enforePOS.

For example, if you use an invoicing system other than enforePOS, but still want to store the associated services or sales items in enforePOS, you can select the external invoicing method in the payment window and reference and document it in enforePOS. You can then view and export these reference transactions in your accounting under Sales history.

(With an advanced external invoicing method, you can also connect custom workflow integrations for external invoicing systems. This means that payments and settlements are no longer made in enforePOS, but externally. Through the connection, the information is passed to the external invoicing system.)

(With the extended external invoicing methods, no reference transactions are stored in enforePOS or invoices are generated, i.e. you cannot view the external invoices under Sales > History. enforePOS only enables the connection to external invoicing systems).

Add External Invoicing

To create an external invoicing, follow these steps:

  1. In the POS menu, open More > [Name of your cash register] at the top right > Payment.
  2. Tap on Edit.svg in the Payment Methods section.Capture d’écran 2024-04-22 à 12.25.43.png ⮕ The Payment & Invoicing window opens.
  3. Tap on [+ Add External Payment Methods].
    Capture d’écran 2024-04-22 à 12.27.49.png⮕ The Payments & Invoicing window opens.
  4. Select Invoicing here.Capture d’écran 2024-04-22 à 12.28.36.png⮕ The External invoicing method window opens.
  5. Enter Name: enter the name of the external invoicing method. In this example, we assign the name To the room.
  6. External Identifier: optionally add the external ID.
  7. Requires External Reference: check this option if you want to request an external reference when paying with the external invoicing method.

    Optionally add a picture by tapping on the icon in the upper left corner.
    Then select an image. 
    Save the image by tapping on it.

  8. To save your settings, tap on NavbarCheckmark-15.png.
    Capture d’écran 2024-04-22 à 12.30.07.png ⮕ You have successfully created an external invoicing.Capture d’écran 2024-04-22 à 12.31.42.png 

Add External Invoicing

In order for your external invoicing to appear in the payment process, you must first add external invoicing. To do this, follow these steps:

  1. In the POS menu, open More > [Name of your cash register] at the top right > Payment.
  2. Tap on Edit.svg in the Payment Methods section.Capture d’écran 2024-04-22 à 12.33.06.png The Payment & Invoicing window opens.
  3. Select your external invoicing.Capture d’écran 2024-04-22 à 12.34.03.png
  4. To add your external invoicing, proceed as follows:ezgif-7-d623afbe6d.gif⮕ You have added the external invoicing. It will be displayed at the bottom of the Payment Methods section.

Change the Order of Payment Methods

  1. If you want to move the external invoicing method to a higher position, e.g. because most of your customers order to their rooms, press and hold the three bars OPRSideMenuOpen.svg on the external invoicing method and move it to the desired position.Capture d’écran 2024-04-22 à 12.44.44 (2).png
  2. Once you have moved the external invoicing method to the desired position, release the button. 

    Cash is the only payment method that cannot be moved. It is always placed at the top of the list. Therefore, the external invoicing method cannot be moved to the top.

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