Utilizing the Delta First Invoicing Tool #

• The invoicing tool allows you to send invoices to customers for payment either before or after a service is completed.

Accessing the Invoicing Tool #

• Navigate to the POS Module.
• Select products that need to be added to the invoice.
• Confirm that the products have been added to the cart.

Creating an Invoice #

• Select the customer who will receive the invoice.
• Click to create an invoice, which will automatically pre-populate the saved information for that customer.

Sending the Invoice #

• Choose the Virtual Terminal option.
• Send out the invoice.
• A notification will confirm that the invoice has been successfully sent.

Customer Payment Process #

• The customer will receive an email with a link that says “Pay Now”.
• By clicking “Pay Now,” the customer can enter their:
  • Card information (number, expiration date, CVV)
  • First and Last Name
  • Address and Postal Code

Completing the Invoice #

• Once the customer clicks “Charge”, the invoice is marked as completed.

Verifying Invoice Status #

• To check if an invoice has been paid:
  • Navigate to the invoice tab for the customer (e.g., John Walker).
  • Review the invoice to see if it’s sent but unpaid.

Managing Invoices #

• From the invoice tab, you can:
  • Refund the invoice.
  • Edit the invoice details.

Conclusion #

• The Delta First invoicing tool streamlines the process of sending and managing invoices, ensuring efficient and secure payment collection from customers.