Making an Invoice Private

Modified on Wed, 27 Mar 2019 at 11:07 AM

Making an existing Invoice Private

1. In order to make an invoice private, first click the POS tab in the top menu bar and select Sales History from the dropdown.

2. Find the desired invoice and click options on the far right side. Choose Mark Invoice As Private from the dropdown options.

Creating a new Private Invoice

During the checkout process in the POS you have the option to make the sale private. Select Yes under Private Sale.

Anyone who does not have security access to Private Invoices will not see any of the invoice's financial information, as displayed in the screenshot below. To configure an employees security access, please refer to solution article on Limiting Access and Employee Permissions.