In cases where POS functionality is offered in the webshop, it may be relevant to handle POS sales as invoices in the accounting system.
How does it work?
POS sales from the webshop are transferred individually to the accounting system, where an invoice is automatically created for each sale.
As POS sales typically do not include customer information, standardized (generic) customer data is used instead. This allows all POS sales to be grouped under a single customer in the accounting system.
Example of customer data:
Customer name: POS sales
Email: [email protected]
When is it relevant?
This solution is relevant when POS sales are handled through a webshop without a dedicated POS-to-accounting integration (e.g. for handling daily revenue).
What does it require?
To have this functionality set up, you need to contact IEX Support.
Depending on your system setup, configuration of mappings may be required. A quote will be provided if this is needed.
Note:
If your system combination supports a native POS integration with your accounting system (e.g. Shopify POS), it is generally recommended to use that dedicated integration instead.