Creating and customising invoices with myPOS is straightforward and flexible. Here’s how you can do it:
Access the Invoices Section: Log in to your myPOS account and navigate to Sales > Invoices.
Choose Currency and Account: Before creating your invoice, select the currency and the account where the payment should be settled once received.
Customise Your Invoice: Start customising your invoice by adding your company logo, and adjusting colours and fonts to match your brand. myPOS provides several useful features to enhance your invoices:
Individual Discounts: Apply discounts on each invoice either as a percentage or a fixed amount.
Tax Representation: Choose to display tax as a percentage.
Invoice Number Prefix: Customise the prefix for your invoice numbers.
Attach Documents: Attach additional documents to your invoices if necessary.
Save Templates: Save customised invoices as templates for future use.
Design Customisation: Personalise the design with your company’s logo, fonts, and colours.
Invoice Language: Select the language for your invoice.
Due Date: Set a due date for the payment.
Item Management: Easily manage the items you add to your invoices by navigating to the 'Products' section. Here, you can:
- Manage product lists.
- Specify item quantities.
- Create product categories.
- Upload item images.
Send the Invoice: Once your invoice is ready, you can send it through various channels such as email, SMS, or instant messaging apps. Each invoice comes with a unique link that clients can use to pay online via a credit or debit card.
Use Only Latin Letters: When filling in the invoice details, ensure that only Latin letters are used to avoid any processing issues.
By following these steps, you can efficiently create professional and customised invoices that suit your business needs.