Invoices are generated within Group Sales and can be customised to include your company logo, payment advice, and terms and conditions. Invoices can be output in PDF format and emailed to customers.
Note: If you've configured more than one level of sales tax in your system and would like to see one or more of those levels in individual lines in deposit, remainder, and reversal invoices, you can make this change without adjusting the invoice template. Simply select any combination of sales tax levels in the GroupSales_InvoiceSalesTaxBreakdown system setting (Head Office > Maintenance > System Settings > GROUPSALES-SYSTEM), and the deposit, remainder, and reversal invoices you generate will include a sales tax line for each level you selected.
For details on configuring sales taxes, see the Sales Taxes topic.
For event bookings, when a customer agrees to a quote, you can provide them with a Deposit Invoice. As the event approaches, you can give them a Remainder Invoice. This can include all, or only selected, unbilled items.
If a public booking doesn't have a session selected, then you can only create a Deposit Invoice. The create a Remainder Invoice option will be disabled.
Voucher orders must be paid in full on a single invoice.
It is possible to reverse an invoice, and in the case of an event invoice, individual lines.
Payments are visible on invoices and can be recorded or reversed against event bookings. The ability to add or reverse a payment is granted via a security setting that can be configured for individual users.
If Group Sales is configured to allow integrated payments, operators can take credit card details over the phone and process payments from within the application. They can also generate a unique URL that they can email to the customer so that they can view their invoices and make payments via a public website.
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