These guides cover talech Register and related POS equipment. Paytura is your merchant services partner; talech provides the register software and device support referenced in these articles.
The talech invoice feature enables you to send an invoice containing the product, quantities, and agreed prices for the products or services.
This article will show you how to set up invoices in your talech account and how to send an invoice from talech.com.
This article applies to the following:
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In this article
Set up invoices
- Log in to talech.com and select Settings > Invoice Settings from the left navigation menu.
- From here, select how you would like your invoices configured.
Refer to the table below for an explanation of the settings.
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Setting
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Purpose
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Receive an email notification when invoices are paid
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Email is sent to the email address associated with your account when an invoice is paid.
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Invoice starting number
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This is the number used to start the invoice sequence. The invoice number on each specific invoice will be system generated.
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Invoice link expiration
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Deactivates the invoice link within the timeframe chosen.
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Default payment terms
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Choose from a dropdown the payment terms that will be applied to invoices by default.
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Global invoice note
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This can be used to apply a note to all invoices.
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Allow customers to pay invoices online
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When enabled, invoices emailed to customers will include a link to pay online.
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Accept partial payments
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This option appears if Allow customers to pay invoices online is enabled. This will allow partial payment of an invoice with additional settings to set a minimum percentage or exact amount
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- Once all settings are configured, select Save in the top right.
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Create an invoice
Once you have configured your invoice settings you can begin to send invoices.
| Note: Invoices can also be sent from talech Mobile. For instructions, refer to talech Mobile Invoices. |
- Log in to talech.com and select Invoices.
- Select New Invoice.
- In the Customer section, click into the Add existing or create new customer field to select an existing customer or add a new customer.
- In the Terms & Additional Info section, use the dropdown in the Payment Terms field to select the due date.
- Add an additional email address to CC (if needed or requested by the customer) in the CC Email Address field.
- Add any notes (if necessary) in the Additional Notes field.
- In the Items section, click into the Add an item field to add any applicable items/products to the invoice or create a new item to add to the invoice.
- Add a discount or service charge by selecting either option on the bottom right.
- Select Preview & send invoice in the top right when finished. Preview the invoice details and send!
- Preview the invoice details. If everything looks good, click Send.
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View your invoices
- From the talech.com home page select Invoices from the left navigation menu.
- All your invoices display in a data table below the summary widgets at the top of the page.
- Customize the columns in the data table by selecting the Columns button and selecting a column to include it in the table.
- Click on an invoice to open the details.
- From the ellipsis […] in the top right, you can print, cancel or duplicate the invoice.
- From the bottom, you can edit, record payment or resend the invoice.
For more information on invoice actions available see the article Reviewing, Duplicating and Completing Invoices.
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Need more help?
- talech training & device support (24/7): 1-888-995-1998
- Paytura merchant support (24/5): 1-855-4-PAYTURA or contact Paytura