How to use the Pay Later Feature in Invent ERP?

The Pay Later Feature is a beneficial feature to use in Invent ERP. It allows you to complete your purchases instantly but settle the payment at a later date. This ensures a smooth and efficient workflow for your business. For example, in the laundry industry where the service is provided before the payment. This feature offers a practical and convenient solution for your business.

Step-by-Step Process

Step 1: Navigate to All Apps

Step 2: Select Point of Sale

Choose Point of Sale.

Step 3: Start New POS Session

Select the New Session button.

Step 4: Select Product and Confirm

Select the product and confirm your order.

Step 5: Select Payment Method

From your payment methods, select the Pay Later option.

Step 6: Access Invoices

After the order is complete. Navigate to invoices.

Step 7: View Invoices

Here you can see the unpaid invoices.

Step 8: Search for an Invoice

You can easily search by invoice number, customer's name or mobile number.

Step 9: Payment Actions

After you found your customer select the Pay button.

Step 10: Choose Payment Method

Select the preferred payment method of the customer and then confirm it.

Step 11: Payment From Customer Wallet (Optional)

Also, another payment method can be used. For Instance, you can allocate the payment from the customer wallet.

Notes & Tips

An important tip is to ensure the customer information is accurate before proceeding with using the Pay Later Feature. Correct details help avoid issues with pending payments.
Always select Pay Later at checkout, this keeps the transactions smooth and ensures your workflow run efficiently.

Frequently Asked Questions

Q: When do we use the Pay Later Feature?
A: Use the Pay Later Feature when a customer prefers to pay after receiving the product or service.

Q: Can I only use this in Point-of-Sale (POS)?
A: Yes, this is only available in Point-of-Sale (POS).

Q: Can I do partial payments for Pay Later?
A: Yes customers can make partial payments, just choose a payment method, enter the amount, and confirm it.