Currently, when a transaction is completed using the 'account' tender type, the system generates and emails a sales receipt rather than a formal invoice. This creates ongoing confusion:

The customer receives a sales receipt, assumes the order has been paid, and often doesn’t realise it's an account invoice.

I then have to manually generate and send a separate invoice.

This leads to further emails and confusion when customers ask why they’ve received both a sales receipt and an invoice, often at different times.

To make matters worse, I have to save invoices as PDFs, download them individually, and start new email threads for each customer every month.

This process is time-consuming, inefficient, and frequently leads to misunderstandings.

Suggestion:

Introduce a 'Send Invoice' option on the final payment screen when completing a sale using the 'account' tender type, similar to how gift voucher prompts work.

This would:

Automatically send the correct document (an invoice, not a receipt)

Reduce confusion for customers

Save users like me from multiple emails per transaction

Cut down unnecessary admin time across the month and errors

Estimated Time Saved:

For every account transaction, I currently spend an extra at least 3 -5 minutes on admin correcting the sales receipt → invoice mismatch. Across dozens of accounts, customers' monthly that adds up quickly and makes us look shoddy when we have to educate customers, and each time we bill we have to chase.

This change would be a huge help and feels like a logical extension of the existing workflow on CL.

Smash the like button!