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Knowledge Base |
Enable The POS To Pull Client Invoices Automatically
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This article will guide you through enabling the POS to automatically pull client invoices into the shopping cart.
Requirements - A Master Admin login or a staff type with the following permissions:
- Club Setup: Can access Setup
- Club Setup:Can access POS terminals
Enabling Invoices To Be Pulled Into The POS
To enable the POS to automatically pull client invoices into the cart, go to; Setup > Sales > POS Terminals > select the edit pencil next to the terminal you editing > General Settings > Automatically
Pull In Client Invoices To Register > Yes. Once you are finished editing scroll to the bottom and select: Click To Update POS Terminal Settings. Now once a client is assigned to the sale, if they have any invoices due, these invoices will automatically populate in the shopping cart for you.
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