Create and send an invoice in Roc Services

Roc Services web portal

Use the Roc Services web portal to create and send an invoice to a customer to request a payment by card or bank transfer.

Before you create an invoice, you must create a net term. A net term specifies the number of days that the customer has to pay the invoice. For more information about how to add a net term, go to Add a predefined net term in Roc Services.

When you send the invoice, you can request either of the following:

Request a full payment - Request the total invoice amount in one payment.
Request a deposit - Request a partial amount of the invoice. After the customer pays the deposit, you can send the same invoice again to collect the remaining invoice amount.

To create and send an invoice, complete the following steps:

Step 1: Create an invoice

Log in to https://services.rocpos.com/login.
From the navigation menu, select Invoices.
Select Create New Invoice.
From the Net Term dropdown menu, select the number of days that the customer has to pay the invoice.
Assign a customer to the invoice:
- To select an existing customer, select +, and then select the customer from the list.
- To add a new customer, complete the following steps:
  1. Select Add Customer.
  2. Enter the customer's details.
  3. Select Save.
(Optional) In the Customer Email box, enter the customer's email address.
(Optional) In the Customer Phone box, enter the customer's phone number.

Step 2: Add items to the invoice

When you create an invoice, you can add one or more items. There are two types of items that you can add:

Quick Item - A one-time item that you create and add to the invoice.
Catalog item - A commonly sold item in your catalog that you can reuse across multiple invoices.

Add a Quick Item

For each item that you want to add, complete the following steps:

From the Quick Charge tab, use the on-screen keypad to enter the dollar amount of the item.
Select +.
(Optional) To edit the item name, hover over the item, and then select .

Add a catalog item

For each catalog item that you want to add, complete the following steps:

Select the Catalog tab.
Select the category.
Select the catalog item that you want to add.

(Optional) Step 3: Add a discount, note, or attachment

Add a discount, note, or attachment to your invoice:

To add a discount, complete the following steps:
1. From the % dropdown menu, select the type of discount.
2. In the Discount Value box, enter a value for the discount.
3. Select Apply.
To add a custom note, enter the note in the Note box.
To add an attachment, select Add Attachment, and then select a file to upload.
Note: You can add only one attachment in .pdf, .png, .jpg, .jpeg, .doc, or .csv format.

Step 4: Send the invoice

After you create an invoice, you can send the invoice to request a full payment or send the invoice to request a deposit.

Request a full payment

To send the invoice and request a full payment, select Generate Invoice.

We send the invoice to the customer's email, phone number, or both, depending on the information that you entered for the customer.

Request a deposit

To request a deposit and collect the remaining amount later, complete the following steps:

1. Request a deposit

Select Request Deposit.
Select the type of deposit that you want to request:
- To request a percentage of the invoice amount, select Percentage, and then enter the percentage that you want to request.
- To request a fixed amount, select Flat Amount, and then enter the dollar amount that you want to request.
- To request the total amount due, select Total Due.
Select Request Deposit.

2. Collect the remaining amount

From the navigation menu, select Invoices.
(Optional) Use the filter to search for the invoice.
From the Action dropdown menu, select Share Invoice.
Choose how you want to send the invoice:
- To send the invoice by email, enter the customer's email in the Email box.
- To send the invoice by SMS, enter the customer's phone number in the Mobile box.
Select Share.