Sales & Invoices
Sales & Invoices is REV23 Desktop’s point of sale. One record can contain services, retail items, gift cards, deposits or credits, discounts, tax, and payments.
REV23 Desktop uses the same record for a sale and an invoice. A sale is normally paid in full at checkout. An invoice keeps a balance that the customer can pay over time.
Common uses
Section titled “Common uses”- Collect a tattoo or piercing balance and include aftercare or jewelry on the same receipt.
- Keep one invoice open while a customer pays for a multi-session piece.
- Take a down payment for a special order, then collect the remaining balance at pickup.
Start a sale or invoice
Section titled “Start a sale or invoice”You can begin from several places:
- From the Sales & Invoices list, click New.
- From a service, click Invoice. REV23 Desktop creates an invoice or opens the invoice already linked to the service.
- From a customer, click New Sale.
Select the customer, add services and items, then use Take Payment. Leaving a balance keeps the invoice open for another payment.
Backdate a sale or invoice
Section titled “Backdate a sale or invoice”You can set Date/Time while creating the record. Changing it after the record has been saved requires a role with Can Backdate. The permission changes the date only; it does not unlock the other fields of a fully paid invoice.
Backdating can move the sale, its totals, and related activity into a different reporting period. Review the affected reports after the correction.