Invoices let you bill customers for products, services, or custom charges and collect payment via email. RentalTide invoices are powered by Stripe Invoicing -- customers receive a professional hosted payment page, and payments are automatically reconciled.
Sending an invoice
Invoices are created from the POS register during checkout:
- Add items to the cart on the register.
- Optionally attach a customer account.
- Select Invoice as the payment method (under More options).
- In the Send Invoice dialog:
- Enter the customer's email address and name (pre-filled if a customer account is attached).
- Choose a due date: 7, 14, 30, 60, or 90 days from today.
- Add an optional memo for context.
- Click Send.
The invoice is created in Stripe and emailed to the customer. They receive a link to a Stripe-hosted payment page where they can pay by card.
Settlement invoices
You can also invoice a custom amount without cart items. When in Custom Amount mode on the register, the invoice sends a single line item with the entered amount and note -- useful for billing outstanding balances or services not in the catalog.
Viewing invoices
Navigate to POS > Invoices to see all invoices sent from your locations. The page shows a searchable, filterable list of invoices with key details visible at a glance.
Search and filter
- Search by customer name or email address.
- Status filter -- click a status chip to show only invoices in that state. Available filters: All, Open, Paid, Void, Uncollectible.
- The total count of matching invoices is displayed next to the filters.
Invoice row
Each invoice row displays:
- Customer name and email
- Total amount
- Status chip (color-coded)
- Created date
- Due date (for open invoices)
- Paid date (for paid invoices)
Click a row to expand it and see full details.
Invoice statuses
| Status | Description | Color |
|---|---|---|
| Draft | Created but not yet sent. Can be edited freely. | Gray |
| Open | Sent to the customer and awaiting payment. | Blue |
| Paid | Customer has completed payment. | Green |
| Void | Cancelled before payment. No longer collectible. | Gray |
| Uncollectible | Marked as unlikely to be collected. | Red |
Managing invoices
Expand an invoice row to see line items with quantities and prices, subtotal, tax, and total. Available actions depend on the invoice status:
Open invoices
- Resend -- re-sends the payment email to the customer (envelope icon)
- Void -- cancels the invoice so it can no longer be paid (block icon). A confirmation dialog appears before voiding. This action cannot be undone.
- View -- opens the Stripe-hosted invoice page in a new browser tab (external link icon)
Paid, void, or uncollectible invoices
- View -- opens the invoice in Stripe (if a hosted URL is available)
Invoice details
The expanded view shows:
- Memo -- any notes attached when the invoice was sent
- Line items -- each product or service with name, quantity, and line total
- Subtotal -- sum of all line items before tax
- Tax -- tax amount (if applicable)
- Total -- final amount due
Permissions
The invoices page requires the pos_access permission. Creating and sending invoices is done through the register, which requires pos_add_transaction.
Troubleshooting
Invoices are ideal for deposit collection, balance-due billing, or sending charges to customers who are not on-site. All invoice payments appear in your Stripe dashboard alongside other transactions for easy reconciliation.
Customer did not receive the invoice -- Verify the email address is correct and ask the customer to check their spam folder. Use the Resend action to re-send.
Wrong amount on a sent invoice -- If the invoice is still open, void it and create a new one with the correct amount from the register.
No invoices showing -- Invoices are filtered by location. Make sure you have the correct location selected, or switch to "All Locations" to see invoices across all sites.