Create a Till Client Invoice

Creating a Till Client Invoice is essential for recording sales transactions at the Point of Sale terminal. This guide will teach you how to generate and process a Till Client Invoice in SapphireOne (TCI).
The steps are as follows:

1. Navigate to Inventory > Point of Sale > Data Entry and then select the Till Client Invoice item. SapphireOne will display the Till Client Invoice Entry screen ready for data entry.
2. Enter Rep ID – If the Master Default has been set the user will receive a log in alert. If not the Till Client Invoice Entry screen immediately
   • If it has been setup, enter an active and valid Rep ID.
3. Select Inventory – Use the wild card search function or an electronic barcode scanner to bring up the relevant inventory and then enter the quantity required by the customer.
4. Add Items – Add additional Inventory items being purchased at this time for this POS transaction.
5. Client – While not not essential for a lot of POS transactions a Client ID may entered or created by clicking the Customer Details F2 Tab on screen or selecting F2 key on the keyboard.
6. Process Payment – Click on the Payment F3 tab or selecting the F3 key on the keyboard.
   • Payment Method – Enter as required (cash, card, etc.).
   • Card Details – Enter the card details if required.
   • Change Details – SapphireOne will calculate these for the user.
   • Cash Change – For any cash based transactions the amount of change to given back to the customer will be displayed in red here.
7. Completing the Transaction – Ensure the outstanding balance is $0.00, then click the Process button to generate the Invoice and complete the POS till transaction (TCI).

For more detailed instructions, please refer to the Inventory > Point of Sale > Till Client Invoice article.