POS invoices and unpaid follow-up
POS invoices and unpaid follow-up
What this feature is for
The invoices list at /pos/invoices and the receivables view at /pos/unpaid cover the life of a POS bill: finalize it as paid, or finalize it unpaid with a payer and a due date, then track what is still owed.
Who can use it
Owners, Admins, and Staff can finalize a paid invoice. Creating an unpaid invoice and issuing corrections are Owner and Admin financial-control actions.
Availability and required module/permission
Invoicing requires the POS module. Finalizing a paid invoice needs the finalize permission; finalizing an unpaid one additionally needs the create-unpaid permission.
Prerequisites
An invoice must have a payer assigned before it can be finalized, and an unpaid invoice also needs a due date.
Common tasks
- Finalize paid: settle the balance to zero, then finalize to seal the document and allocate its number.
- Finalize unpaid: assign a payer and due date so the amount enters unpaid follow-up.
Buttons and statuses
An open (draft) invoice is editable. Once finalized it is immutable; the unpaid view then flags amounts as due or overdue for reminders.
Warnings and important constraints
Finalized invoices cannot be edited. A correction is recorded as a linked credit note, refund, or reimbursement rather than a change to the sealed document.
Troubleshooting guidance
If finalization is blocked, confirm the invoice has a payer and, for unpaid invoices, a due date; if a total looks wrong after finalizing, issue a correction instead of editing.
Related articles
- Take or record a payment