topic Re: Customer Invoicing in Restaurant Operations

Customer Invoicing

sonjapeterson — Fri, 06 Jan 2023 17:55:45 GMT

I used customer invoicing for the first time last week when an event client wanted to prepay a set amount towards their final bill. I invoiced them with an item named "Event Deposit". The event is tonight and I need to tell our banquet captain how to redeem the prepayment on the client's check at the end of the night. Can someone provide instructions for this? I can't find anything on the Toast Help page.

Re: Customer Invoicing

Rob — Fri, 06 Jan 2023 21:28:35 GMT

Hey @sonjapeterson, the link below explains how to send an Invoice to your customers.
How to Send an Invoice to Your Guests

You could tell the banquet captain to close out the check to an "Other Payment Option" and invoice this customer later; let me know if this helps!
Setting Up Other Payment Options

Re: Customer Invoicing

sonjapeterson — Mon, 09 Jan 2023 18:50:17 GMT

Thanks. Where does the prepayment show up in our monthly accounting reports?

Re: Customer Invoicing

Rob — Tue, 10 Jan 2023 00:30:44 GMT

The pre-payment will be under the "Paid in Total" section on the sales summary. Regarding the accounting report, the pre-payment should show up in the "Deferred Sales" section.

The article below goes into detail about how this invoicing process should be done!

Charging Guests for Event Deposits by Using Toast Invoicing

Accounting Reports Overview

Re: Customer Invoicing

TallJay — Wed, 18 Jan 2023 03:05:39 GMT

I don't use the new invoice feature. Instead I mark a regular ticket paid, send the customer the receipt and then cancel the payment. If you need more specifics kindly contact me. Jay H 201.791.8818.

Re: Customer Invoicing

Rob — Wed, 18 Jan 2023 16:43:41 GMT

This workflow could work too!
You could ring in orders, close them to an "Other payment option" labeled "Event Deposit," send the customer the receipt and then void the order. Then run a void report for all the past Event deposits to track the Deposits. We also have a Catering and events module that might be helpful!

Getting Started: Toast Catering and Events