Invoice & Pay via POS

Feature Description

Invoice & Pay via POS introduces more flexible invoicing options directly within the Point of Sale workflow. Invoice POS allows a POS transaction to create a posted invoice for the customer, while treating the booking or service as paid from an operational perspective. Invoice & Pay goes a step further by creating the invoice and immediately settling it with the payment taken at POS.

This is especially useful for parks, marinas and seasonal touring sites where customers require a formal invoice for finance, VAT, or record-keeping purposes. It gives teams the flexibility to either raise an invoice for later payment or raise and settle the invoice in one action, depending on the customer journey.

🔷 Important

This feature functionality is only available in version 28.5 or later of EliteParks. View which version you are on in the Extension Management view within Business Central.

Feature Snapshot

Note

Invoice-only and Invoice & Pay should not be confused. Invoice-only creates the invoice without taking cash through POS, so no end-of-day processing is required. Invoice & Pay takes payment and applies it to the invoice, so end-of-day processing is still required.

Business Uses

• Create formal invoices from POS transactions – Staff can process POS transactions while ensuring a posted sales invoice is created against the customer.

• Support different payment journeys – Businesses can choose whether the invoice should remain outstanding or be paid immediately as part of the POS transaction.

• Improve finance visibility – Invoice-led POS activity gives finance teams a clearer audit trail for customer billing and payment allocation.

System/User Requirements