How to invoice a customer in Vend


Latest update: - Lucia Palozzi

Objective

Create, send, and apply payment to an invoice for a customer in Vend. 

Setup

  • Vend for Mac or PC

Steps

Create Invoice

  1. Create an on account sale using these steps
  2. Click Sales History 
  3. Under the Continue sales  tab, click the on account sale you want to email 
  4. Click Email Receipt 
  5. Enter the customer's email address into the 'Email address' field
  6. Click Send 

Take Payment

  1. If the customer returns in store to make a payment follow these steps to open the account sale and take payment
  2. If the customer cannot return to the store, they will have to make payment to you outside of Vend
  3. When you receive the payment, click Sales Ledger
  4. Search for the sale 
  5. Click the drop-down arrow beside the sale
  6. Click Apply payment/refund
  7. Select the payment type from the 'Payment type' drop-down
  8. Enter the amount into the 'Amount' field
  9. Select a register from the register drop-down
  10. Select a date in the 'Payment date' drop-down
  11. Select a payment time in the 'Payment time' drop-down
  12. Click Save

Additional Information

If your Vend store is integrated with Xero, refer to this guide

 

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