email out invoice for payment

[USER01]

Hi, we have some customers that we allow to pay at end of month but get the goods straight away, and i would like to do an invoice to them when they take the goods.

 

is there a way to create an invoice, and email itto the customer, but have it as unpaid until payment is made as they will pay bank transfer at the end of the month.

[Nicandre]

Hello, 

What we do in our store, that can maybe work for you is the following:

1. We set up a new payment type "Pay later"

2. When one of our customers wants to pay us at the end of the month, we create the order and sell the items with the payment type "Pay later"                      

3. Then we enter the customer email, tap the “Send receipt” button, and then mark “New sale”, by doing this we can send them the invoice with the items they bought us          

4. When the customer comes at the end of the month and pays us, we cancel the "Pay later" receipt and make the sale again.

Hope this could help you

Edited June 13, 2024 by Nicandre

[dianearlene]

hi. how do you "cancel" the receipt without affecting the sales report? do you refund it then do another sale?