What Orders are Invoiced in the Card Sales Tab?

The Card Sales Tab holds any Orders with a Payment taken by Card. While Card Payments are found in other Card Sales Reports and in the Payment Tab of the Order, you can also create Invoices for these Orders if needed.

Note that most Card Sale Orders don't need to be Invoiced. Rather, their payment is taken through the Payment Gateway. You can send an Order Confirmation Receipt by clicking Confirm Changes in the Order itself.

Why Should I Make a Card Sale Invoice?

1. Invoicing a Card Sale blocks catering staff from editing an order after it's been fully paid, which can help with ensuring sales numbers for accounting are accurate.

2. Invoicing a Card Sale gives a $0 balance sheet that you can send to the Customer to guarantee that their card went through when they paid for the Order.

3. Useful for a full sales picture when exporting Invoices to other accounting tools your team might use.

Make a Card Sale Invoice

1. Start by clicking Invoice Module, then the Card Sales Tab.

   

2. Search for the Order using the filters provided or scroll down to find the Order.

3. Check the Order to Invoice. Check multiple Orders to Invoice them all at the same time. Check the box in the top column to select all the Orders to make separate Invoices.

   1. This is the same way to make Multiple Individual Invoices in Awaiting Invoices.

      

4. Click Invoice near the Order or Invoice Selected if you choose multiple Orders.

5. A pop-up appears. Click Create Invoice.

   

6. As it processes, the Invoice shows in 'Processed.'

   1. If the Invoice failed to process, it shows in 'Failed.'

7. Find the Invoice in the Invoice Tab.