DSR: Create an Invoice Without Payment

Please reference this support article when an employee wants to invoice a customer to allow payment at a later date or payment through their customer portal on DaySmart (DSR).

1. Login to DSR with the appropriate credentials. 
2. Once logged in, the Cash Register will be the homepage. Select the appropriate product the customer is looking to purchase.
3. The product will populate to the Shopping Cart in the bottom-right corner of the window. Ensure the product is correct and select Checkout.
4. There will be a Notice! that appears on the screen requiring a customer to be assigned to this bill. Complete the customer's first name, last name, and/or email and click Search.
5. Select the appropriate customer to be billed and the window will populate like this screenshot below. Select Checkout.
6. Adjust the Checkout window to a Cash option, amount received $0.00, add a note if necessary, ensure the correct customer is being invoiced, select Process Checkout to complete transaction.
7. Once Process Checkout has been completed this pop-up will show.
8. Once the Invoice has been processed, customer(s) may view their invoice by logging into their Member Dashboard. From there, advise the customer to go to Billing.
9. The customer will see their Upcoming Payments and the invoice created. The customer will need to select Pay to see the invoice in detail.
10. To complete this payment, select Add to cart.
11. Select the shopping cart in the top right-corner of the window to go to Checkout.
12. Fill in the desired payment method and select Checkout to finalize purchase.