Invoice Orders

The invoicing workflow transforms your completed orders into finalized transactions. This process includes customer signature capture, payment processing, and receipt generation to complete your sales.

Customer Signature and Approval

Begin the invoicing process by capturing the customer’s signature to authorize the order and confirm delivery:

Customer Signature Page

The signature process includes:

Customer review of order details and pricing
Digital signature capture directly on your device
Confirmation of delivery terms and conditions
Authorization for billing and payment processing

Invoice Review and Management

After capturing the customer signature, review and finalize the invoice details:

Review Invoices

Invoice management features include:

Final invoice review and last-minute editing
Payment terms and method selection
Invoice numbering and proper documentation
Customer receipt generation and formatting
Tax calculations and compliance verification

Payment Processing

Complete the transaction by handling payments through multiple available methods:

Manage Payments

Available payment options include:

Cash Payments

Credit Card

Mark an invoice as paid by credit card. CC processing coming soon.

Account Billing

Bill to customer account with payment terms
Net 30, Net 60, or custom terms
Account balance tracking and management

Printer Setup and Configuration

For on-site invoice and receipt printing, configure your mobile device with a portable printer:

Pair Printer

Bluetooth Printer Pairing

Turn on your portable printer and enable Bluetooth pairing mode
From the app, search for available Bluetooth devices
Select your printer model from the available devices
Complete the pairing process following on-screen prompts

Completing the Transaction

Finalize the invoicing process to complete your sale:

Verify all payment information is correct
Generate and provide customer receipts
Update inventory levels automatically
Mark the customer stop as completed in your itinerary