Why This Matters

Employees and members can now add Point of Sale retail charges to a client’s upcoming invoice—even if one doesn’t already exist. During checkout, staff or clients can either attach the charge to an existing unpaid invoice or instantly generate a new one for clients with auto-renewing memberships. This makes billing simpler and ensures all charges are captured in one place.

Step-By-Step How To
 

Adding a Charge to an Upcoming Invoice via Point of Sale

1. Go to Extensions > Point of Sale.

2. Select the Product tab to browse items and add them to the cart

3. Select Checkout at the bottom of the cart

4. Search for the name of the client

5. Click Add to Upcoming Invoice and confirm which one if more than one is offered

6. Confirm the sale by clicking Add $x to Invoice at the bottom of the cart
    

Adding a Mobile Retail Charge to an Upcoming Invoice

1. Within the Mobile App, navigate the the Buy tab
2. Add items to the cart
3. Tap the basket icon
4. Tap Checkout at the bottom of the screen
5. From the payment options, select Add to Upcoming Invoice
6. Choose the invoice if there is more than one option
7. Tap Add to invoice
8. Confirm by tapping Add $x to invoice, and then I'm done

FAQs

1. What if my client doesn't have an upcoming invoice?
   If your client only has one membership, you'll be granted the option to generate the next invoice. If they have multiple memberships, you'll simply select one of their memberships, then generate the next invoice.

    

2. How does this help my business?

   Often, a client will want to make a purchase but only have one bill a month from your business. This feature allows you to lump charges from multiple sources into that one monthly bill. Further, this saves your business on processing fees by reducing the amount of transactions that you conduct for a client.
    

3. Is this available in Self Service Point of Sale and Mobile Retail?
   Yes, this option is now available to save time from you as an admin adding this manually! You can enable this setting within Retail > Settings under the Add to Upcoming Invoice Payment Option.
    

4.  Is there a limit to how many future invoices you or a client can choose from?                            

   Yes, this option is also under Retail > Settings for "Limit to invoices that are due within the next" and you can choose the number of days, weeks, months or years.