The cash register has a powerful automatic billing module.

Linked to a customer account, invoices are sent automatically according to the selected frequency.

• Immediate
• Weekly
• Monthly

The automatic billing module is an optional feature. Please contact our sales department to activate it.

Generate a customer invoice from the cash register

Hello, everyone!

Today, we will see how to generate an invoice for a sale directly from your cash register.

Objective

Invoice a sale on behalf of a customer, with automatic email delivery and immediate or deferred payment options.

Steps to follow

1. Create your ticket
   • Add the desired items to the sale.
2. Select the customer to be invoiced
   • Click on the client button and select the correct account (e.g. Philippe Desqueens).
   • Check customer data:
     • ✅ Email address (required for automatic invoice delivery)
     • ✅ Financial details: VAT number, company name, address
     • ✅ Billing type (immediate or deferred/bank transfer)
3. Check that the customer is displayed correctly on the ticket.
   • The customer's name is displayed at the bottom or in the cash register area.
4. Collect payment for the sale
   • 🔹 If you choose Cash, the invoice will show as ‘paid’.
   • 🔹 If you choose Bank transfer → the invoice is sent pending payment.
5. Last minute option
   • If you are already in the checkout area but forgot to assign a customer: 
     ➤ You can still select them before finalising.

Good to know

• An invoice cannot be generated after a ticket without a customer has been closed.

• The invoice is sent automatically by email as soon as the order is closed, provided all customer information is complete.