How to configure open invoices and payment receipts
Open-invoice settings control when transactions can remain unpaid and which receipt is produced when money is later applied.
Enable open invoices
- Open Settings > Register.
- Find Invoice Settings.
- Enable Open Invoice.
- If applicable, enable the option to create an open invoice when no payment is entered.
- Choose whether later payments produce a Payment Receipt or the related Invoice Receipt.
- Save the Register settings.
Choose carefully
- Use open invoices only when the business allows balances to remain due.
- Train employees on when a transaction should be completed versus left open.
- Choose the receipt type that gives customers and accounting staff the clearest record of payment.