Customer Charge Invoicing

Customer Charge Invoicing allows the user to create customized invoices containing customer charge information and/or a store logo or other bitmap. Users can configure the Invoice Layout to display the desired charge information including the customer account balance, payment due date, and tax totals, as well as several other informational options.

ClosedHow to Generate a Customer Charge Invoice
  1. Open the Back Office.
  2. Click the Reports icon.
  3. Click Customer Charge Invoicing.
    Back Office Reports
  4. When the Customer Charge Invoicing window appears, configure your report settings.
    • Select a report Trans Start Date and Trans End Date. The transaction start date specifies the cut off for displayed charges. All charges prior to this date will be displayed as part of the Previous Balance line.
    • Enter a report Start Time and End Time.
    • Enter a Starting Invoice #. The report will display all invoice numbers that are equal to or greater than the invoice number entered.
    • Enter a # of Days Grace Pd. This value is used in conjunction with the transaction end date to determine the due date to print on each invoice.
    • Enter a Minimum Payment %. This is the minimum payment required by the due date specified, shown as a percentage of the total.
    • Configure the invoice layout by clicking the Invoice Layout button. See Invoice Layout for more information.
    • Include Customers with a Zero Account Balance will include customers who have no charge account balance due.
    • Include Customers with a Positive Account Balance will include customers who have a charge account credit.
    • Show Check Detail for Charges will display the check detail, including the item sold information, subtotal, tax, gratuity, and total.
    • Show Major Group Totals for Charges will display the major group totals by major group.
    • Select Customers to view. Click customer(s) OR click the Select/De-Select All Cust's button to select or de-select all customers in the list box. The Customers list box cannot exceed 10,000 customers. Only the first 10,000 customers will be displayed.
  5. When you have finished configuring your settings, click the Run Report button.
  6. When the Print window appears, select your printing options and click OK.
    Configuring the Customer Charge Invoicing Report
ClosedCustomer Charge Invoice Values Defined

Date: Displays the date of the transaction.

Transaction: Displays a transaction summary. For example, a previous balance or a check description.

Amount: The amount of the check or previous balance.

Balance: The portion of the amount due that is remaining after any payments.

ClosedCustomer Charge Invoice Example

Invoice Layout

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