talech Terminal Invoices

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

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

Note: This feature is currently only available in North America.  


 

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

 

 

In this article

 

Accessing invoices

To access your invoices section, select Invoices on the talech Terminal dashboard. 

 

Register dashboard with invoices button highlighted

 

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. 


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Creating Invoices 

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

 
 

Invoices dashboard screen

 
 

  1. Next, add a customer to the invoice by tapping the + icon next to Customer.  
  1. Select the Search icon to search and select an existing customer if you already have their information.  
  2. To add a customer, select the + icon. Fill in the fields and select Save. 

 
 

Select customer screen and new customer screen with contact information fields

 
 

  1. Next, add products to the invoice.  
    1. You can search and add from your existing menu/catalog by selecting an item. Select an item again to add +1. 
    2. To clear an added item, swipe left until the item disappears.  

 
 

Add items screen showing menu with items

 
 

  1. To create a custom item, select Keypad and enter a price. Select Add.  
  2. Select the X in the top left to close the Keypad.  
  3. Add notes near the bottom to the item if needed. 

 
 

Register keypad screen with amount entered, register screen with items number showing, and invoice details screen with send button

 
 

  1. Next, choose an invoice due date by selecting Payment Terms.   

 
 

Invoice details screen with payment terms option highlighted

 
 

  1. Add a due date from the preset options.  
  2. Create a custom date by selecting Custom. 
  1. If ready to send the invoice, select Send.   
  2. If you want to save the invoice as a draft, select the three dots at the top right and select Save Draft.  

 
 

Invoice details screen with options menu and save draft highlighted

 

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Managing an Invoice 

You can manage any invoice by selecting it. From here, you will be able to edit invoices, duplicate any invoice, resend an invoice, take payment on an invoice or cancel an invoice.    


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Converting order to invoice 

Follow these steps to create an invoice from an order for a customer who would rather be invoiced than pay now.  

  1. From an open order, select the three dots in the top right.  
  2. Select Create Invoice. 

 
 

Invoice details screen with menu showing and create invoice highlighted

 
 

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.   

Now you can send your invoice as normal. 


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Duplicating an Invoice

If your customers have repeat orders, you can duplicate their previous invoice.  

  1. From the Invoices dashboard, select the invoice you wish to duplicate. 
  2. Select the three dots in the top right corner.  
  3. Select Duplicate.  

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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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