Invoices

View invoices and download receipts in the mobile app

View a point-of-sale invoice and download or share its PDF and receipt from the JourneyCARE mobile app. Turn on automatic sales receipts in the web app first so the app generates a receipt for each payment.

Turn on automatic sales receipts

Enable automatic sales receipts in web Payments settings so the app generates a receipt for each payment.

  1. Log into the web app and open Payments.

  2. Open Settings.

  3. Turn on automatic sales receipts for payments.

  4. Configure the receipt title, receipt prefixes, starting receipt number, from name, from email, subject line, and email template.

  5. Click Save.

Take a point-of-sale payment with a contact attached

Complete the sale in Point of Sale with a contact attached so the transaction, invoice, and receipt are available afterward.

  1. Open the JourneyCARE mobile app and tap the center button to open Point of Sale.

  2. Add an item from the catalog or enter a price manually.

  3. Use the contact button in the top-right corner to add a contact. The invoice and receipt are available only when a contact is attached to the sale.

  4. Tap Review.

  5. Tap Charge to complete the sale.

View the transaction breakdown and download the invoice PDF

Open the transaction from the transactions list and generate the invoice PDF from its breakdown.

  1. Tap the bottom-right button to open transactions.

  2. Select the transaction.

  3. Select View Breakdown. The breakdown shows the invoice, sold items, customer information, and business information.

  4. Select Click Here in the bottom-right corner to generate and download the invoice PDF.

Download and share the receipt

Return to the previous page and download the receipt, then share it from your device.

  1. Return to the previous page.

  2. Select Download Receipt.

  3. Share the receipt through AirDrop, Bluetooth, text, email, or another device sharing option.

The bottom-left share button shares a confirmation and is distinct from downloading the actual receipt. Select Download Receipt instead to get the receipt.

Open the same screen from a contact's transactions

Reach the same download and sharing screen from the contact's transaction history when you are not starting from Point of Sale.

  1. Open the far-right button in the mobile app.

  2. Open Contacts.

  3. Find the contact associated with the point-of-sale transaction.

  4. Use the top-right control to open Transactions.

  5. Select the transaction to reach the download and sharing screen.

To create an invoice from the app instead of through Point of Sale, see Create and manage invoices in Lead Connector.

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