Use the Virtual Terminal in the Roc Services web portal to create and send an invoice to a customer to request a payment by card or bank transfer.

Before you create an invoice, you must create a net term. A net term specifies the number of days the customer has to pay the invoice. For more information about how to add a net term, go to Add a predefined net term in Roc Services.

To create and send an invoice from the Virtual Terminal, complete the following steps:

1. Open the Virtual Terminal.
2. Add items to the invoice.
3. Send the invoice.

Step 1: Open the Virtual Terminal

1. Log in to https://services.rocpos.com/login.
2. From the navigation menu, select Virtual Terminal.
3. (Optional) To assign a customer to the invoice, select Assign Customer, and then choose one of the following options:
   • To select an existing customer, select the customer from the list.
   • To add a new customer, complete the following steps:
     1. Select Add Customer.
     2. Enter the customer's details.
     3. Select Save.

Step 2: Add items to the invoice

When you create an invoice, you can add one or more items. There are two types of items that you can add:

• Add a Quick Item - A one-time item that you can create and add to the invoice.
• Add a catalog item - A commonly sold item in your catalog that you can reuse across multiple invoices.

Add a Quick Item

For each item that you want to add, complete the following steps:

1. From the Quick Charge tab, use the on-screen keypad to enter the dollar amount of the item.
2. Select +.
3. (Optional) To edit the item name, hover over the item, and then select .

Add a catalog item

For each catalog item that you want to add, complete the following steps:

1. Select the Catalog tab.
2. Select the category.
3. Select the catalog item that you want to add.

Step 3: Send the invoice

1. Select Charge.
2. Select Send Invoice.
3. From the Net Term dropdown menu, select the number of days you want the customer to pay the invoice within.
4. In the Customer Name box, enter the customer's name.
5. (Optional) In the Customer Email box, enter the customer's email address.
6. (Optional) In the Customer Phone No. box, enter the customer's phone number.
7. Select Send Invoice.