Why Choose AltheaSuite for Invoicing?
Traditional invoicing can be time-consuming, error-prone, and disconnected from your inventory or payment systems. AltheaSuite makes it seamless by offering:
- Centralized billing and inventory
- Fast invoice generation
- Accurate payment tracking
- Built-in tax handling
- Real-time reporting
- Secure cloud-based access
Whether you’re invoicing a customer at the counter or from another location, AltheaSuite gives you a consistent and flexible billing experience.
Step-by-Step Guide to Creating Invoices in AltheaSuite
Step 1: Access the Sales Invoice Module
After logging into your AltheaSuite dashboard, go to the Sales > Sales Invoice section. Click on “Add New Invoice” to begin the process.
You’ll be prompted to:
- Select the store location (useful for businesses with multiple outlets)
- Choose or create a new customer
- Pick the date of the transaction
- Auto-generate or customize the invoice number
Step 2: Add Products or Services
Search for items from your inventory using product names, SKUs, or by scanning barcodes. AltheaSuite supports:
- Product variants (like sizes or colors)
- Bundled products or service packages
- Serialized and batch-tracked inventory
Each selected item automatically pulls pricing and tax information based on your configuration.
Step 3: Customize Invoice Details
You can apply:
- Per-item or full invoice discounts
- Shipping or handling charges
- Custom tax rules based on item, location, or customer type
AltheaSuite provides full control over the financial details of every invoice.
Step 4: Choose a Supported Payment Method
#1: Cash
Cash remains the most straightforward and commonly used payment method in retail environments.
In AltheaSuite, you can:
- Accept full or partial cash payments
- Easily log the payment with notes or denominations
- View real-time updates in your cash ledger
Perfect for walk-in sales or quick transactions, the cash module is easy to use and helps ensure every dollar is accounted for.
#2: Credit Cards (Manual Entry)
AltheaSuite allows you to record payments made through credit cards manually.
This method is often used when customers pay through a swipe machine or chip reader not directly integrated into AltheaSuite.
#3: Bank Transfer
Ideal for B2B transactions or large payments made electronically.
In the invoice screen, you can:
- Select “Bank Transfer” as the payment mode
- Enter transaction ID, bank name, or transfer date
- Track outstanding invoices that are pending payment confirmation
This payment type ensures you keep a record of ACH, wire transfers, or direct bank deposits.
#4: Clover POS Integration
For businesses using Clover, AltheaSuite offers a native integration that connects billing and payment processing.
Benefits of Clover Integration:
- Collect payments via credit/debit cards through your Clover terminal
- Automatically post payments into the invoice screen
- Improve transaction accuracy and reduce manual entry
- Speed up checkout with synced data across platforms
This is especially valuable for businesses looking to streamline POS operations while keeping inventory and billing aligned.
Advantages of AltheaSuite’s Invoicing and Payment System
- Centralized Dashboard
- Access invoices, customer details, inventory levels, and payments in one place.
- Cloud-Based Access
- Create or review invoices from anywhere—ideal for mobile teams or multiple locations.
- Real-Time Inventory Sync
- As sales are completed, stock levels auto-update, preventing overselling or discrepancies.
- Secure & Accurate Reporting
- Generate payment summaries by type (cash, card, bank, Clover), monitor sales, and track balances.
- Multi-User Access
- Control who can create, edit, void, or refund invoices with role-based permissions.
Conclusion
AltheaSuite offers an intuitive and robust invoicing solution designed to support real-world business workflows. With support for Cash, Credit Card, Bank Transfer, and Clover POS, businesses can manage transactions quickly and with complete transparency.
If you’re looking to upgrade your billing experience, streamline operations, and improve your payment tracking, AltheaSuite is the complete solution that works across all industries—from retail to wholesale and beyond. Book a demo with our product experts today.
