How do I customize my Invoice settings?

Your Invoice/Payment settings for integrated POS sales can be managed on the Edit Connection page. Below is a listing of each field you will need to complete in order to customize your invoices & payments to fit your business needs. The screenshot at the bottom of the page will give you a visual of each of these fields in action.

CUSTOMER - Customer that will be used for both the invoice and payments in your accounting system. If you do not select a customer to use, we will create a customer with the name "[Your Business Name] ([Your POS ID])". So, for example if your business name is "Abreeze Technology" and your POS ID is "ABC", then the default customer would be named "Abreeze Technology (ABC)".

SALES ITEM NAME - Name of the item that will be used on the invoice for your item sales. This will only be used if you to turn off the BY CATEGORY option. If you keep this option turned on, then the invoice will use an item for each category name (from your point of sale system) that has sales. If you do not have an existing item in your accounting system that has this name, then a new one will be created with a default account selected as "Sales of Product Income".

NONREVENUE ITEM NAME - Name of the item that will be used on the invoice for your non-revenue sales. If you do not have an existing item in your accounting system that has this name, then a new one will be created with a default account selected as "Nonrevenue".

NONCATEGORY ITEM NAME - Name of the item that will be used on the invoice for your any sales that are not in a category on your point of sale system. This will only be used if you turn on the BY CATEGORY option. If not, the invoice will use one item for the combined sales of all your categories. If you do not have an existing item in your accounting system that has this name, then a new one will be created with a default account selected as "Sales of Product Income".

REFUND ITEM NAME - Name of the item that will be used on all the refund receipts in your accounting system. If you do not have an existing item in your accounting system that has this name, then a new one will be created named "Sales of Product Income".

TIP ITEM NAME - Name of the item that will be used on the invoice for your tips. If you do not have an existing item in your accounting system that has this name, then a new one will be created with a default account selected as "Tips".

SERVICE CHARGE ITEM NAME - Name of the item that will be used on the invoice for your service charge. If you do not have an existing item in your accounting system that has this name, then a new one will be created named "Sales of Product Income".