PlanIt EPOS · Invoices & Getting Paid

Raise an invoice

What does this do?

An invoice is raised either from an accepted quote or straight from the Invoices screen when there was no quote. It gets a number, a due date and appears in the Invoices list so you can see what is paid and what is owed.

How to use it

  1. From the ☰ menu choose Invoices.
  2. Press ⚡ New quick invoice for one agreed line and a price, or ＋ New full invoice for an itemised invoice from the catalogue.
  3. Fill in the customer and the lines exactly as you would on a quote.
  4. Press Raise invoice…. Set the Invoice date, Payment terms and Payment due, and under Taking money now? enter any amount paid or press Pay in full.
  5. Confirm. The invoice opens with Take payment now, Print, Close and History, and you can email it with the PDF attached.
  6. Back in Invoices the row shows Raised, Due, Total, Paid, Outstanding and State.
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Related guides

Turn an accepted quote into an invoice

Once the customer says yes, the quote becomes the invoice with the same lines and customer. You can raise the invoice to send, or load it onto the till and take the money now.

Quotes

Customer hasn't paid: what to do

The Invoices screen shows every invoice with money still owing and how late it is. From there you can resend it, let the till chase it automatically, and record the payment the moment it arrives.

Invoices & Getting Paid

Chase unpaid invoices automatically

Once switched on, the till emails the customer a reminder shortly before an invoice is due and keeps reminding them every few days once it is overdue, until it is paid. You set it up once.

Invoices & Getting Paid

Email a receipt, invoice, quote or statement

Every receipt, invoice, quote and statement can be emailed straight from the till with the PDF attached. No mail program is needed, and when the customer replies it comes back to your shop's email address.

Receipts, Refunds & History

Put a sale on a trade account

Bill the sale to a trade account instead of taking payment now. The amount goes on the customer's account, where you record payments and print statements.

Payments & Deposits

Add a note to a quote, invoice or receipt

A note is printed on the document and shown on the copy the customer opens online. You can add one when writing the document, afterwards on a finished document, or just for one email.

Invoices & Getting Paid
Questions this guide answers
  • How do I raise an invoice?
  • Can I invoice without doing a quote first?
  • How do I set the payment terms and due date?

Last updated 2026-09-03 · Direct link for this feature