Add or Change What Prints at the Bottom of Quotes
Go to Accounting > Billing & Collections > Invoice Settings > Quote Terms & Conditions.
Add or Change What Prints at the Bottom of Sale Orders
Go to Accounting > Billing & Collections > Invoice Settings > Sale Order Terms & Conditions.
Choose Receipt or Full 8.5x11 Invoice Print Format
While you can always reprint an invoice in either receipt or 8.5x11 format (from Manage Invoices page or Invoice Review), you will want to select which you use as your default for transactions. This setting is in Accounting > Billing & Collections > ...
Copy a Quote or Invoice to Another Customer
Orchid POS allows you to exactly replicate (except for serial numbers) any quote or finished invoice to another customer. To reference the original by number: Go to the POS menu on the top of your Orchid POS home page > Manage Invoices, then click ...
Create, Edit, and Close Sale Orders (Layaways)
Quotes can be converted to a Sale Order or you can save directly to Sale Order. For more info on Sale Orders see related article: What is a Sale Order? To save directly to a Sale Order: Bring up customer in Point of Sale Place items on the invoice ...
See All Invoices From All Customers
To see all invoices, regardless of customer, purchase, or payment type: From your Point of Sale home page, go to the POS menu up top > Manage Invoice.
Selling an Out of Stock Item – Special Orders or Adjusting Inventory
When an out of stock product is placed on an invoice, you have several choices presented to you in Point of Sale: Special Order Special order from another location; Initiate a transfer request This appears for accounts that have multiple stores that ...
Use a Barcode on Receipts or Invoices for Quick Recall
Using the Barcode: When a customer presents you with an invoice or receipt for refund or exchange, you can recall their purchase using your barcode scanner by clicking the Barcode Check icon in Point of Sale: Then, scan (or type) the invoice number ...
What is a Sale Order (Layaway)?
Sale Orders are layaways. A Sale Order is a layaway - it provides a balance to be paid toward, it holds the inventory but does not deliver it to the customer, and it does not show as a finalized invoice (taxable income) until you manually tell it to ...