Introducing Timart POS A Smarter, More Convenient Way to Run Your Sales and Inventory Seamlessly.
Introducing Timart POS A Smarter, More Convenient Way to Run Your Sales and Inventory Seamlessly.
Introducing Timart POS A Smarter, More Convenient Way to Run Your Sales and Inventory Seamlessly.
Introducing Timart POS A Smarter, More Convenient Way to Run Your Sales and Inventory Seamlessly.
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📅Updated September 15, 2025

How to Create an Invoice on Desktop

Invoices help you document sales transactions clearly, whether they are fully paid, partly paid, or unpaid. The desktop app allows you to customize invoices with discounts, tax, and even shipping details.

 

 

Steps to Create an Invoice

  • Step 1: Go to the Homepage.

  • Step 2: On the side menu bar, click Invoice.

  • Step 3: Click + Add Product or Service.

  • Step 4: Click Add Customer/Client to continue.

  • Step 5: Proceed to checkout, and enter the Date and Due Date.

  • Step 6: Fill in additional sections as needed:

    • General Discount

    • Add Tax

    • Shipping

    • Add Note (optional)

  • Step 7: Select the Payment Status - Unpaid, Fully Paid, or Partly Paid.

  • Step 8: Select the Payment Method - POS, Cash, Transfer, or Multiple Payments.

  • Step 9: Add Bank Details for payment (if required).

  • Step 10: Confirm or edit the Terms and Conditions.

  • Step 11: Select the Invoice Status - whether shipped or settled.

  • Step 12: Click Save Invoice to finish.

 

 

Troubleshooting

  • Invoice not saving: Ensure that all mandatory fields (customer, products/services, and payment status) are filled.

  • Incorrect due date error: Make sure the due date is not earlier than the invoice date.

  • Bank details not showing: Check your business settings to confirm that bank details have been added.

 

 

FAQs

Q: Can I send invoices directly to customers?
A: Yes, you can print, download, or share invoices via email or from the system.

Q: What happens if I mark an invoice as “unpaid”?
A: The invoice will remain open in your records until payment is collected and updated.