Customer Orders & Invoicing

How to accept & fulfill customer orders, invoice customers and perform related activities like returns.

Mike MacKinnon avatar Diana Mahmoud avatar
24 articles in this collection
Written by Mike MacKinnon and Diana Mahmoud

Tips for using GlobalTill if your operations have changed due to the Coronavirus Update

GlobalTill features you may not regularly use to make your work a little easier
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Written by Diana Mahmoud
Updated over a week ago

Can I Make Payments on a Customer's Account from the POS?

We currently don’t offer a direct way to make payments on customer accounts. But, there is a workaround...
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Written by Diana Mahmoud
Updated over a week ago

How to Create a Shipping Charge

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Written by Diana Mahmoud
Updated over a week ago

How To Convert a Customer Order Into An Invoice

Do you need to convert a customer order into an invoice?
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Written by Diana Mahmoud
Updated over a week ago

How To Receive A Deposit On A Customer Order

Learn how to record a deposit on a customer order.
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Written by Diana Mahmoud
Updated over a week ago

How To Delete A Customer Order

Learn how to delete a customer order.
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Written by Diana Mahmoud
Updated over a week ago

How To Merge Customer Orders

Learn how to combine a pair of customer orders into one.
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Written by Diana Mahmoud
Updated over a week ago

How to Convert a Customer Quote to an Order

How do you convert a customer quote to an order?
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Written by Diana Mahmoud
Updated over a week ago

500 Error When Posting a Customer Order

Here is a possible cause and steps to correct it
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Written by Diana Mahmoud
Updated over a week ago

How To Create A Customer Quote

Learn how to create a quote and print or email it.
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Written by Diana Mahmoud
Updated over a week ago

How To Use The Customer Order List

Learn how to use the Customer Order List.
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Written by Diana Mahmoud
Updated over a week ago

How To View Invoices Paid With Loyalty Points

Learn how to review point redemptions by date or by customer.
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Written by Diana Mahmoud
Updated over a week ago

How To View Non-Active Customers

Learn how to view deactivated customers.
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Written by Diana Mahmoud
Updated over a week ago

How To Export A Customer Statement

Learn how to export and email an outstanding customer statement.
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Written by Diana Mahmoud
Updated over a week ago

How to Add Special Pricing

Learn how to give a customer a “special price” such as a price book for a specific category of products.
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Written by Diana Mahmoud
Updated over a week ago

How to Add a Customer Contact

Do you need to add additional contacts to a Customer Account?
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Written by Diana Mahmoud
Updated over a week ago

How to Add an Opening Balance

Do you need to add an opening balance to a customer account?
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Written by Diana Mahmoud
Updated over a week ago

Reviewing a Customer Profile

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Written by Diana Mahmoud
Updated over a week ago

How to Edit a Customer

Do you need to add a customer to a loyalty program, attach a customer to a specific price book, or offer in-store credit?
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Written by Diana Mahmoud
Updated over a week ago

How to Use the Customer List

Learn how to search and sort Customer Data using the Customer List.
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Written by Diana Mahmoud
Updated over a week ago

How to Create A Customer Quote

Learn how to create a quote and print or email it in GlobalTill.
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Written by Diana Mahmoud
Updated over a week ago

How to Create New Customer Orders

Use the customer ordering to seamlessly integrate with GlobalTill's purchase ordering for the most accurate product ordering and inventory.
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Written by Diana Mahmoud
Updated over a week ago

How to Troubleshoot Differences in Transactions and Sales Figures

Seeing a discrepancy between with your sales figures in GlobalTill and your payment provider? Here is how to troubleshoot the problem.
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Written by Diana Mahmoud
Updated over a week ago