talech Mobile Invoices

talech Mobile gives you the power to create, manage and accept payments against invoices straight from your mobile device.

Orders & Menu FAQ

These guides cover talech Register and related POS equipment. Paytura is your merchant services partner; talech provides the register software and device support referenced in these articles.

talech Mobile gives you the power to create, manage and accept payments against invoices straight from your mobile device.  

To access your invoices section, simply tap on the invoices button on the talech mobile dashboard. 
 

screenshot of iphone showing talech mobile app home screen
 

This will bring you to your invoices dashboard where you can view and manage existing invoices or create new ones. You can see all your invoices or navigate quickly to drafts, outstanding or overdue invoices. 

This article applies to the following:
 
Register Type
  • Mobile
Region
  • USA
  • CA
Tier
  • Mobile
Business type
  • Quickserve
  • Retail
  • Service


 

In this article

Creating invoices

  1. To create a new invoice, tap the + icon to open the new invoice options.

 

talech Mobile invoices screen.
 

 

  1. Add a customer by tapping the + icon next to Customer.

 

New invoice menu.

  1. You can search and select an existing customer from the Customers list.
  2. Add a customer by tapping the + icon. Fill in the fields and tap Save.

Select customer menu.New customer menu.
 
  1. Add products by tapping the + icon next to Items.
    1. You can search and add from your existing menu/catalog. 
    2. To create a custom item, tap Keypad and enter the item price. You may add notes to the item if needed. 

Add items screen.Create custom item menu.
 
  1. Choose an invoice due date by tapping the + icon next to Payment Terms.
    1. Add a due date from the preset options.
    2. Create a custom date by selecting Custom. 

Select date from default options.Select custom date from calendar.
 

 

Note: You can add notes and even images to help to remind your customer what the invoice is for. 

Add note screen.Invoice details screen.
 

 

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Managing an invoice

You can manage any invoice by simply tapping on it. From here, you will be able to edit draft invoices, perform a refund or return, or duplicate any invoice that is already paid. 


Invoice options.
 
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Sending an invoice

Sending an invoice couldn't be easier with talech Mobile. Simply create your invoice or select one from your drafts, then tap the send button. After that, you just have to wait for the money to roll in. 


Invoice details with send button.

 
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Converting order to invoice

There may be a case where your customer wants you to invoice rather than pay now. With talech Mobile, we have you covered...without having to recreate the wheel (or the invoice). 

Simply tap on the three dots in your order and select Create invoice. 


Invoice options from order.
 
Note: You will need to add a customer to your invoice. Tap on the '+' icon next to ‘Customer’ to select or add a new customer.


Add customer to invoice menu.
 

Now you can send your invoice as normal.

 

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Duplicating an invoice

If your customers have repeat orders, you can streamline your time by simply duplicating their previous invoice. 

Select the invoice you wish to duplicate from your invoices dashboard and tap the three dots in the top right corner. From the menu select Duplicate to copy the invoice.


Invoice options.


You can now send your invoice as normal.

 

*Note your login credentials are the same as those you use for the app

 
 
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Need more help?

  • talech training & device support (24/7): 1-888-995-1998
  • Paytura merchant support (24/5): 1-855-4-PAYTURA or contact Paytura

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