To print off an itemised account summary, you can do this at any time before you pay off the account.
To print a summary from the posBoss iPad app:
- Open up the Accounts & Vouchers page
- Select the Account
- At the top right select the menu (down arrow)
- Select 'Print Summary'
The account will reset and all transactions are removed when paid off.
If you have already settled the account, you can still access itemised details on the management site under Financials > Customer accounts. You will need to copy and paste the information into another document for sending.
Receipts for Accounts
Receipts will print for accounts but are not itemised because we allow for partial payments to be made.
Using this information for an invoice?
Please note: posBoss do not create invoices for accounts. This should be done in your financial system.
We supply an itemised summary that can be used as additional information for your invoice.
Printing the account summary can be done using the process above, or at the time you settle the account for invoicing. This is done using the payment type To Invoice. Here you are prompted to print a summary for customer signoff.