Invoice Type Settings

• These are found in Office > Back Office Settings > Invoice Settings
• Invoice Types are used for reporting purposes; all sales reports will organize by Invoice Type.
• Available Invoice Types by default are: Retail, Staff, Tax Exempt and Wholesale.
• Additional Invoice Types can be added in Settings > Table Editor > Invoice Types.
• Invoice Types can also be used for group search results in Contacts.

Setting the Default Invoice Type

• The default Invoice Type will automatically be inserted into each new customer record. This selection can be changed while creating a new customer.
• Select a default Invoice Type from the provided dropdown menu. Most stores use Retail.
  
  
  
  
  

  Selecting Invoice Type on Every Invoice

  • If you find that Invoice Type varies frequently, you can tell the software to ask what Invoice Type each invoice is to be recorded under.