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 enforePOS, you have the option of combining invoices to be paid later and orders to be settled later into a collective settlement and processing them collectively. You will learn how to do that in this How-To.
Requirements
You have created orders for which you have selected the payment method Deferred Invoicing or Pay later during checkout
New Collective Settlement
To create a collective settlement, proceed as follows:
Open Register in the POS menu.
Tap on .
Tap on Collective Settlements.
Tap on [New Collective Settlement].
Alternatively, tap on .
⮕ The Collective Settlement window opens.
Select the type of sales or invoices for which you want to create a collective settlement. In our example, we select Billing sales with a consolidated invoice.
With the Billing sales with a consolidated invoice option, you can combine sales to be settled later into a collective settlement. The total amounts of the sales are listed individually on the collective settlement. If you select the option Billing sales with separate invoices, the individual invoices for the sales are generated in addition to the collective settlement. With the Pay or pay out invoices / credit notes option, you can combine invoices to be paid later and unpaid credit notes into a collective settlement. The total amounts of the invoices / credit notes are listed individually on the collective settlement.
⮕ The Collective Settlement window opens. In the left-hand column, you will see all orders for which you have selected the Deferred Invoicing payment method in the cash register.
Select the orders that you would like to combine into a collective settlement. ⮕ In the All tab (in the right-hand column), all orders that you have added to the collective settlement are listed one below the other. In addition, each order is displayed as an individual tab.
Tap on [Print] if you want to print the collective settlement in advance. Tap on [Pay] if you want to pay the collective settlement directly. The payment process will then start directly and you can select the payment method in the Payment method window.
Tap on to create the collective settlement.⮕ You have created the collective statement.
Pay Collective Settlement
To pay a previously created collective settlement, proceed as follows:
Open Register in the POS menu.
Tap on .
Tap on Collective Settlements.
Tap on the collective settlement.⮕ The Collective settlement window opens.
Tap on [Pay].⮕ The payment process is started.
Checkout the collective settlement. ⮕ You have paid the collective settlement.
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to create the collective settlement.