How to Create a New Invoice, Scan Products, and Apply a Deposit

This guide walks you through creating a new invoice, applying a web order deposit, scanning products, and saving the invoice properly.

Step 1: Create a New Invoice

1. Go to Invoices.
2. Select Create New Invoice.
3. Choose the appropriate Customer.
   • If you are unsure or it is a walk-in sale, select Walk-In Customer.
   • Otherwise, choose the correct customer from your list.

Step 2: Apply a Web Order Deposit (If Applicable)

If the order includes a deposit (for example, from a web order):

1. Locate the deposit amount in the web order email notification.
   • The deposit amount is shown at the bottom of that email.
2. Enter that amount into the Deposit field on the invoice.

You can enter the deposit either before or after scanning products — it does not matter.

Step 3: Scan Products Into the Invoice

Scanning is the fastest and easiest way to add products.

1. Click inside the Scan Barcode box.
2. Make sure your cursor is active in that field (you may see it blinking).
3. Use your scanner to scan each product barcode.
4. Continue scanning items one after another.
   • You do not need to scan in any particular order.
   • You can move around a room, scan items from a pallet, or scan items stacked and ready for pickup.
   • Simply scan each product until all items are added.

You can scan as many items as needed. Once everything is scanned, you are finished with this step.

Step 4: Manually Add Products (If No Scanner Is Available)

If you do not have a scanner, you can manually add products using the product ID number.

1. Click into the product entry field.
2. Enter the Product ID number (for example: 219).
3. Select the correct product when it appears (for example, Boneless Shoulder).
4. Enter the quantity.
5. Select Add.

Scanning is recommended whenever possible, as it is much faster and reduces errors.

Step 5: Save the Invoice

You have two saving options depending on the situation.

Option A: Save as Draft

If you do not have all products ready yet:

1. Select Save as Draft.
2. You can return later to edit the invoice and continue scanning additional items.

Option B: Save as Unpaid

If the order is complete:

1. Select Save.
2. The invoice will be saved as Unpaid.

That’s it. Your invoice is now created with products scanned and deposit applied (if applicable).

If you have any questions about the process, please reach out for assistance.