If your organisation runs several businesses or legal entities, you can create separate issuing companies so every invoice comes from the right one. Each issuing company can have its own name, address, invoice prefix and invoice template.
Before you start, create your issuing companies by following How to Create an Issuing Company. If you want a different invoice template for each company, set the templates up first (see How to Set Up Invoice Templates), then link them to the issuing company.
Step 1: Open the Point of Sale
Open the Point of Sale by clicking Create → Sale at the top of the screen, by choosing Checkout on an appointment in the calendar, or from Sale on the client card.
Create → Sale opens the Point of Sale
Step 2: Check the Issuing Company
- Under the client's name, open the location section to see the Issuer row.
- If Pabau has already picked the company you want, there's nothing to do. Otherwise click Issuer and choose the issuing company from the list.
The Issuer row shows which company will issue the invoice
If you've linked services, products or locations to your issuing companies, Pabau picks the company as you add items to the sale:
- A service or product linked to an issuing company is always billed by that company.
- Items with no service or product link are billed by the company you choose by hand. If you haven't chosen one, they follow the company linked to the sale's location.
- When every item in the sale ends up with the same company, Pabau selects that company for the whole sale, even if you had chosen a different one by hand.
TIP: Choosing a company by hand never moves a linked service or product to another company. It only decides where items without a service or product link go.
Step 3: Link Products to an Issuing Company
Products can follow their own issuing company, just like services and locations. Go to Setup → Issuing Company and click the company to edit it, or click Create Issuing Company.
- Select the Products tab.
- Find the product (you can use Search products) and switch it on. The count above the list shows how many you have selected.
- Click Save (or Create for a new company).
Products follow their linked issuing company at checkout
NOTE: A product links to its issuing company ahead of the location's company. A service, product or location can only belong to one issuing company at a time: if it's already linked elsewhere, Pabau shows Mapped to that company and moves it when you save.
Step 4: Split a Sale Across Multiple Issuing Companies
If a sale contains items that belong to different issuing companies, Pabau splits the bill rather than making you choose just one. The Issuer row shows Split across 2 companies, and the breakdown underneath lists each issuing company with its number of items and the amount it will bill.
One sale, billed by two issuing companies
When you take the payment, Pabau creates one invoice per issuing company. Each invoice uses that company's invoice template, and the payment is divided across the invoices in proportion to their totals, so each company is credited with its own share.
The invoice numbers depend on the companies' invoice prefixes:
- If the companies have different prefixes, the invoices share one number, each with its own company's prefix, so they read as one sale.
- If two of the companies use the same prefix, or neither has one, each invoice gets its own next number instead. Pabau warns you about this when you set up the issuing company, for example: [company name] uses the same invoice prefix, so a sale split between the two keeps separate invoice numbers.
NOTE: Items not covered by a service, product or location link, and not covered by a company you chose by hand, are grouped under Choose issuing company, and the location section shows Issuer required. Click Issuer and choose a company for those items before taking payment.
IMPORTANT: Some payment options can't be used on a split sale. Payment plans aren't available, and you can't pay with vouchers, account credit, loyalty or membership payments. Pabau stops the payment and tells you why, so take that kind of payment as a separate sale.
Step 5: Take the Payment
Take the payment as usual: adjust or add items, choose the payment method and confirm. See How to Perform a Sale.
Step 6: Review the Invoice
The invoice uses the issuing company's invoice prefix and, if one is linked, its invoice template. If no template is linked, your default template is used.
If the sale was split, the confirmation screen shows This sale created 2 invoices with each invoice's number, issuing company and total. You can print or email each invoice separately from there.
What's next?
- How to Create an Issuing Company
- How to Set Up Invoice Templates
- How to Choose a Custom Invoice Template in POS
- How to Perform a Sale
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