Managing products on your invoices is straightforward with myPOS. Here’s a step-by-step guide to help you efficiently handle your product listings:
Access the Invoices menu:
Log in to your myPOS account and navigate to the invoicing section.
Add and Manage Items:
- Creating Products: You can easily add new items to your invoices by clicking on the option to add a new product. Enter the product name, description, price, and any applicable taxes.
- Managing Products: Edit existing products by selecting them from your product list. You can update descriptions, prices, and other details as needed.
Customize Your Invoices:
- Branding: Customize your invoices by adding your logo and selecting brand colors. This ensures that your invoices reflect your business identity.
- Personalization: Adjust the invoice format to include all necessary details such as payment terms, due dates, and discounts.
Track Invoice Status:
- Real-time Tracking: Monitor the status of your invoices in real-time. You can see whether an invoice has been viewed, paid, or is overdue. Instant notifications keep you updated on the status of your invoices.
Flexible Payment Options:
- Payment Methods: Let your clients choose how they want to pay – either by card or bank transfer. This flexibility can help you get paid faster and improve customer satisfaction.
Additional Features:
- Attachments: Attach files to your invoices if additional documentation is needed.
- Discounts and Taxes: Automatically calculate applicable taxes and apply discounts directly within the invoice interface.
By following these steps, you can efficiently manage your items and ensure your invoicing process is smooth and professional.