Check-out invoicing - settings

This article describe how to set up check-out invoicing. Check-out invoicing will be set up within the RetailVista Backoffice. 

Check-out invoicing is used for non-account customers who have to pay for the delivery directly at the till and who also like to receive an invoice for this. For these customers it is not possible to invoice the deliveries on account afterwards.

When using this method, RetailVista will generate an instant invoice number in the back-office and print the invoice on a A4-printer at the till. The status of this invoice is then “Final and Printed/Paid”. Check-out invoicing does not follow the standard procedure for deliveries on account and invoicing. See guide Deliveries on Account and Invoices

Another way of using Check-out invoicing is a delivery on account, with creating and printing an invoice at the till, but without paying directly at the till.

For Check-out invoicing it is important that the customer is associated with an account.

Debtor maintenance

-> Start -> Customers -> Debtor maintenance

Double click on the specific debtor.

Click on tab "Delivery" and use the "Edit" symbol to make changes

Always sell on account: Check this box, when you want this debtor always sell on account
Cash payment mandatory on invoice sales: Check this box, if the amount due must be paid immediately at the till
Automatically print invoice in pos: When you check this box, an invoice will be generated and printed for each delivery.

Click on tab "Invoice".

Check-out invoicing works best when the following data fields are set:
Invoice frequency type: "Batch"
Bundle invoices sales: Unchecked 

Check-out invoicing for specific accounts is convenient when you have accounts buying “on account” and who regularly settle their accounts. For these accounts you don’t have to generate invoices in the back-office of RetailVista.

Detailed information about these settings and linking an account to a customer is given in the guide Adding Debtors to Backoffice