Invoice: Pending Status

No

Functions/Actions

Description

1

Edit

Enable users to edit the Due Date field of the pending invoice.

💡No other invoice fields will be editable in a pending invoice.

2

Void

Enable users to void the pending invoice.

A dialog box will pop up asking the users to confirm the voiding:

Select OK to proceed with voiding the pending invoice or select Cancel or X to exit the voiding and go back to the pending invoice.

💡This action will void the corresponding Sales order. For more information, see Invoices’ Impact on Sales receipts, Transaction timelines and Inventory.

All pending, partial and paid invoices can be voided. 

For more information, see Invoice: Partial and Invoice: Paid.

3

Make Payment

Changes the invoice’s status from Pending to Partial/Paid. 

When users select Make Payment, a dialog box will pop-up:

The three parts of this pop-up are:

• Invoice Detail
  • Customer Name: Display name of customer tagged to invoice
  • Invoice Amount: Display invoice amount
  • Outstanding Amount: Display outstanding amount to be paid
• Payment Detail
  • Payment Amount*: Users will enter the amount to be paid towards the invoice’s outstanding amount

                              💡This field will display total outstanding amount by default

• Payment Type*: Users will select a payment type for the payment to be made

                              💡Only payment types that have been created in the  

                                    backend portal will appear as a dropdown option. For 

                                    more information, see 9.3 Payment Types of the EPOS V5 

                                    BACKEND MANUAL.

• Payment Date*: Users will select a date of payment for the invoice

• Reference : Enable users to add in any notes/terms [if any]

Select Cancel Payment to close this pop-up (without recording a payment) or select Confirm Payment to record the partial/full payment.

💡This action will add a partial/full payment to the corresponding sales order. For more information, see Invoices’ Impact on Sales receipts, Transaction timelines and Inventory.

4

Email To customer

Enable users to send a PDF version of the draft invoice to the customer.

5

Export to PDF

A PDF version of the pending invoice will automatically be downloaded into the user’s computer.

6

View Receipt

Enable users to view the Sales order related to the pending invoice.