How to use "Invoice" as a Payment Type

Created by Chami Heyer, Modified on Mon, 11 Sep 2023 at 02:03 PM by Chami Heyer

We recently added the "Invoice" as a Payment Type and the only reason to see this payment type from the sale screen is if you set up Terms to the Customer Record. 

  • First, set up terms to the Customer Record by going to Sales > Customers > Search for the customer's name

  • Open the customer's record and scroll down to Terms > Set a term > Save

  • Now, create a sale and add the Customer > Hit Continue > Choose "Invoice" as a payment type > Add payment > Complete Sale, as soon as you complete the sale you should be able to see the Customer Invoices under Sale > Customer Invoices

Feel free to watch the video below for Customer Invoices for further details

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