If I want to set up orders and take a deposit, what is the best way to do this?
How does this look exported into QB?
Does it create an invoice?
How can I create an invoice in QB from POS?
So this is really several questions in one.
Regarding Orders and Deposits: with QuickBooks POS Pro, you have the ability to use Sales Orders. With a Sales Order, you can list the items the customer is ordering and take a deposit. To create a Sales Order, click on the Point of Sale Menu and chose New Sales Order. Since this is a Sales Order, you are required to enter a customer name. Then just scan or list the items the customer is buying. To take a deposit, click on the “I want to” menu and “Take deposit/Payment.” Then you can accept payment and process as usual. The Sales Order will not transfer into QuickBooks, but the deposit will be posted properly. To complete the sale, you go back to the Sales Order and Sell Item.
To create an Invoice in QuickBooks, you will need to use the payment type on account. This will create an Invoice. All other sales only create a Sales Receipt. In order to use the account payment type, you will need to set the customer to be shared with QuickBooks.
