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 button
- Select 'Print Summary'
When you pay off an account in full, the account will be cleared and all transactions are removed.
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.
Receipts for Accounts
Receipts will print for accounts but are not itemised. This is because we allow for partial payments to be made across multiple account assignments - so posBoss cannot determine which actual items are being paid for.
Using this information for an invoice?
Please note: posBoss do not create invoices for accounts. This should be done in your financial system which has all the information you need to create invoices.
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. Using this process you are prompted to print one or two summary dockets.