Print Formal Invoice at the Cash Register

In this How-To, we will show you how to issue a formal invoice at your cash register and email it or print it out.

If you would like to add an account number, tax number and/or company logo to your Business Account, feel free to read our How-To Edit Business Info.

To print a formal invoice at the cash register, follow these steps:

1. In the POS menu, open Sales > Register.
2. Add the sales item you want to check out and generate an invoice for.

If you have already created your customer in enforePOS, you can already assign the invoice to your customer in the cash register. This saves you from having to enter the customer data during the process. However, you can also enter the customer data for the formal invoice after the checkout process. Depending on whether or not you have already created your customer in enforePOS, proceed as follows:

• Formal Invoice for Created Customers

  Requirements

  • An address and an email address are stored in the customer profile under Customer > All Customers
  1. At this point you can already assign the order to a customer. Tap on [+ Customer] to do this. ⮕ A window with all the customers you have already created appears:
  2. To avoid having to search the complete list, enter the first letters of the customer name in the Filter Customers field. ⮕ This reduces the list accordingly.
  3. Select the desired customer.  ⮕ The order has been assigned to the customer.
  4. To start the payment process, tap on .  ⮕ The Select Payment Method window opens.
  5. Tap the appropriate option depending on how your customer wants to pay. In this example, the customer pays 50.00 euros in cash.  ⮕ The Receipt window opens.
     Since you assigned the order to your customer, their email address will appear in the Invoice Address field.
  6. Tap on [Invoice Address] to issue a formal invoice.

     You can activate the Entertainment Expense Receipt option in the Receipt window if you want to issue the receipt in the form of an entertainment expense receipt.

     ⮕ The Select Invoice Address window opens.
     

     You can select the existing invoice address or tap on [+ Add Invoice Address] to add a new invoice address if the customer wants their formal invoice issued to a different invoice address.

  7. To select the existing address, tap on the address.
     ⮕ The Select Invoice Address window closes.
  8. Select the appropriate field depending on the way the customer wants to receive their formal invoice. In this example, the customer wants to receive the formal invoice in printed form.
  9. To print the formal invoice, tap on [Complete]. ⮕ The formal invoice is printed. 

• Formal Invoice with Non-Created Customer Data

  1. To start the payment process, tap on in the upper right corner of the cash register.  ⮕ The Select Payment Method window opens.
  2. Tap on the appropriate option depending on how your customer wants to pay. In this example, the customer pays 13.00 euros in cash (12.15 euros + 0.85 euros tip).
  3. Tap on [Next].  ⮕ The Receipt window opens.
  4. Tap on [Invoice Address] to issue a formal invoice. ⮕ The Create Invoice Address window opens.
  5. Enter the customer data such as name, company, additional, street address and phone.
     The customer address is a mandatory information on invoices.
     The phone number is required if the customer wants the invoice to be sent to their phone.
  6. Confirm with .  ⮕ The Create Invoice Address window closes.
  7. Select the appropriate field depending on the way the customer wants to receive the formal invoice. In this example, the customer wants to receive the formal invoice as an email.
     ⮕ The field for entering the customer's email address opens.
  8. Enter the customer's email address in the field.
  9. Tap on [Confirm].  ⮕ The window for entering the email address closes.
  10. To send the formal invoice by email, tap [Complete]. ⮕ The formal invoice was emailed to the customer. 

Learn more...

• Check Out Order on Invoice without Customer Information
• Print Invoice or Receipt Later
• Print Pro Forma Invoice