Printing from the posBoss iPad till app
To print an itemised account summary, you can do this on the posBoss iPad till app at any time before you pay off the account.
To print a summary from the posBoss iPad till 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. The history of the account can be viewed on the posBoss management site.
Printing/saving account details from the posBoss management site
If you have already settled the account, you can still access itemised details on the management site under Accounts > Active Accounts.
Using a desktop or laptop computer and a standard printer (optional), you can open up the breakdown or summary of the account - so it pops up the details on the right of the screen.
Press command + P (or ctrl + P for Windows) to bring up the print window screen. If you have a standard printer you can print the account summaries. Alternatively, you can select Save as PDF from the Destination drop down and save it to your computer.
Printing 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 processes above, or at the time you settle the account for invoicing. You can settle the account by using the payment type Clear Balance. Using this process you are prompted to print one or two summary dockets - but in this case, saving as a PDF from the management site would give you an attachment to send with your invoice.