Sending Invoices via POS (Coming Soon)

MyTime's Point of Sale (POS) system allows you to easily send invoices to clients directly from POS. This feature is especially helpful when a client wants to pay later or when billing needs to be handled off-site. In this article, we will discuss how to send invoices to clients from POS.

Things to know:

• This feature is controlled by the "Enable POS Ticket Online Payment Link" hidden setting that only the MyTime team can enable. To enable the hidden setting, please contact your account manager or our support team at support@mytime.com. 

• This feature is available for businesses using both Stripe and Cloud9 payment accounts

• The Share via Communicator option is only available if a client is added to the ticket. 

• Tips can be added from the Payment or Confirmation page

• Sending an invoice for prepaid appointments will display a $0 balance on the invoice

Contents:

• Sending Invoices via POS
• Clients Paying Invoices Online

Sending Invoices via POS

1. Navigate to POS > New Ticket

2. You can either open an existing appointment from the right-hand panel under Services or add a new appointment, class, product, membership, package, or gift card to the ticket. Note: A client must be added to the ticket to send an invoice.

3. Click the "Send Invoice" option at the bottom of the page  

4. The 'Send Invoice' modal will appear with the amount to be charged

5. If you need to adjust the amount, check the "Customize payment amount" box to enable editing
   

6. Choose how you’d like to send the invoice by clicking 'Send': 

   • Send via Shareable Link: Copies the payment link to your clipboard, allowing you to share it manually. 
     Send via Communicator: Opens the Communicator and automatically pastes the invoice link for you to send directly to the client. Note: The Send via Communicator option is only available if a client is attached to the ticket.

7. Save the ticket to complete the process

Clients Paying Invoices Online

When an invoice is sent, the client will receive a link to view and pay the invoice online.

1. Click the invoice link received via email, text, or shared link. This will open the payable ticket online. 
   • Stripe 
   • Cloud9
2. Enter the card details and then click 'Add' or 'Add Payment Method'
3. Once the payment is successfully processed, a confirmation screen will appear > Click 'Ok'
4. The card details will then appear at the bottom of the modal
   • Stripe 
   • Cloud9 
5. After adding the card, click the "Pay x amount" option to apply the payment.
   • If you wish to use a different card, you can click the "Delete" icon next to the saved card
   • Click 'Confirm' 
   • If the removal was successful, a successful notice will appear 
   • If the removal failed, a failure notice will appear 
6. Once the payment is successfully processed, a confirmation screen will appear 

The ticket will automatically close in-store once payment is completed. 

For more information, contact us at support@mytime.com or (385) 233-6964.