If you have ever used an accounting program, you know there are two instruments for creating a sale; a Sales Receipt and an Invoice.
A Sales Receipt is used to show a sale that is rung up and collected on the same day. Think about going and buying a hamburger at a restaurant. You walk up, place your order, pay for the order and receive a Sales Receipt.
offers two different Sales Receipt forms: an Order Ticket and a Catering Ticket.
An Order Ticket is a very basic Sales Receipt. (See sample below).
A Catering Ticket is a fancier format and includes your company logo. (See sample below).
An Invoice is used to ring up a sale that is to paid some time in the future. You probably have vendors that send you Invoices for goods or services allowing you 14 or 30 days to pay them. (See sample of CaterZen Invoice below).
Every catering order rung up in CaterZen is "technically" considered an Invoice for accounting purposes in our system. Unless requested otherwise during the set up of your account, as soon as you create a catering order, our accounting system creates an Invoice. If your catering client pays for the order the same day the service was provided, you would close out the Invoice as "Paid".
If they will be paying you some time in the future, as in a catering client you give terms to or provide house account privileges to, then you will need to either print off and mail or email the client an Invoice from our system.
CaterZen provides Aging Reports to see which of your clients has outstanding Invoices, owing you money, and how long these Invoices are past due.
In the next article, we will how to access invoices and sales receipts.