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How to take inventory out from PoS with payment made outside of the shop. V15

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Leticia Cervantes (lece)

Use case:

Some regular customers mostly buy large amounts of products directly from the general office (using the sales app), but sometimes they are in a rush and go to one of the shops that are near them (the shop uses PoS).

The customer takes the products from the shop but, as they are regulars and the owner thrust them, they do not pay there. Instead, they wait a couple of days or a week and then they go to the general office to pay directly to the owner.

To sum up, the customer takes products out of the shop's inventory but he pays at the general office. So, inventory is out of PoS but has no payment.


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Leticia Cervantes (lece)
Author Best Answer

To manage this particular case you need to activate invoices and customer accounts as a payment method.


Steps:

1. Add the products in PoS as usual.

2. When is time to pay select "invoice" and "customer account" as payment.

3. Validate the sale.

4. Go to the accounting app  (An invoice regarding the sale should be ready)

5. Register the payment on that invoice.


With these steps, the sale will be paid out.

If you check the PoS order, the customer account will be empty as it was paid directly from the invoice.

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