Use the Roc Terminal+ mobile app to create an invoice that you can email to a customer. With an e-invoice, you can display a full breakdown of each item in the transaction, including the item price, quantity, and applicable taxes.

To create and send an e-invoice, complete the following steps: 

1. Switch to a Virtual Terminal. To switch to a Virtual Terminal, complete the following steps: 
   1. From the Sale screen, select
   2. Select the endpoint identifier (EPI) of the Virtual Terminal.
   3. Select OK.
2. From the Sale screen, you can either:
   • Use the keypad to enter the transaction amount. 
   • Add existing inventory items to your cart.
3. Select Process Payment.
4. Select E-invoice.
5. Enter the invoice details:
6. In the Expire field, enter the date the invoice expires.
   1. (Optional) In the Invoice No field, enter the invoice number.
   2. (Optional) In the Description field, enter a description of the transaction.
   3. (Optional) In the Purchase Order field, enter the customer’s purchase order number. 
7. From the Customer Name dropdown menu, select an existing customer or enter the following customer’s details:
   1. Phone number
   2. Email address
   3. (Optional) Company name
8. (Optional) In the Upload Image section, upload up to three images of any supporting documentation. 
9. Select Continue. The app sends the e-invoice to the customer.
10. Select Done.