Every sale, deposit and refund for a client shows up as an invoice on their Client Card. Here's how to find one, view it, and take a payment, email it or print it.
Finding a client's invoices
- Use Search clients in the top toolbar and click the client's name to open their Client Card.
- Click the three-dot Actions menu at the top right, then click Invoices.
- Their Transaction History pops up with every sale, deposit, refund and account correction, newest first. Use the tabs at the top (All, Account, Outstanding Deposit, All Deposit, Redeemable Services) to narrow the list down.
- Click View next to any row to open that invoice.
What you can do from an invoice
The invoice pop-up shows the tax invoice itself, plus a row of icons at the top and matching buttons at the bottom:
- Open in new tab opens the invoice on its own page.
- Print opens your browser's print dialog. Choose "Save as PDF" there if you want a copy to keep or attach to an email.
- Email sends the invoice straight to the client.
- Export downloads it as a file.
- Refund takes you to POS with the sale's items already added, so you can process the refund.
If a sale still has money owing on it, you'll also see a way to take payment on it from here before you refund or export it.
If you have any questions, please send them to us via the Submit a Request option in your Help & Support page, we're here to help!