Invoices

1. 1Click New Invoice.
2. 2Pick the customer, Salesperson and Retail Location.
3. 3Check the Issue Date and Due Date, and choose a Linked Work Order if this bills a service visit.
4. 4Add line items and notes, then click Create Invoice.

Open the invoice and choose Send Invoice from the actions menu. Choose text message, email or both, then send.

Choose Send Payment Link from the actions menu to text or email the customer a secure link to pay by card, or Copy Payment Link to paste it somewhere yourself. No card data passes through your screen.

1. 1Open the invoice and click Collect Payment.
2. 2Enter the amount and choose: Clover Terminal, Send Link to Customer, take a card over the phone, charge a card on file, or Record Manual Payment for cash, check, ACH or another method.

1. 1Choose Issue Credit from the invoice’s actions menu.
2. 2Enter the Amount and a Reason and confirm. The credit shows under Credits Issued.

Serialized items sold without a serial show a Select serial # picker on their line. Pick the unit that was sold so it is marked sold and stock stays correct.

Filter the Invoices list by status. Overdue invoices are flagged Overdue. The Billing Report under Reports groups everything outstanding by age.

Choose Print from the invoice’s actions menu.