Generating and Printing Invoices

It is possible to generate and print invoices using Resolut Online.

Setup:

First you need to set-up the feature in the Resolut Online Portal:

  1. Go to Configuration > Payment Types and click + to create a new payment type.
  2. From the Category drop-down menu, choose Invoice.
    Next, choose an option from the Customer mode drop-down menu:
    -No: Invoices are available on the Sales screen as a payment option, when selected the cashier must choose a customer.
    -Customer Needed: Invoices are only available when making a Customer Sale P1 fig1
  3. Go to Customers and select a customer who needs to pay by invoice. Make sure the “Pay by Invoice” checkbox is checked.
    P1 fig2

Use:

Generate and print an invoice from Resolut POS:

  1. If using Customer Mode, choose a customer.
  2. Create a sale and choose the Invoice payment option. If not using Customer Mode, you will need to select a customer at this point.
    P1 fig3
  3. The invoice is generated, and will open in your default web browser. From here you can print it out.
    P1 fig4
  4. A confirmation message “Was invoice printed successfully?” will be displayed. Select Yes to close the message, or No to try again.
    P1 fig5