Make a receipt out to a business

A business client often wants an invoice in the company's name. In Saloon you make the receipt of a finished sale out to a business. The receipt is then titled Invoice and carries the details a business needs for its books.

How it works

• You put the billing details on a finished sale once. After that they stay: an issued invoice keeps its buyer.
• Only the Company name is required. Fill in the Address, The company's VAT number and The company's reference when the business asks for them.
• The company's VAT number is needed when the business wants to reclaim the VAT. A business abroad is fine too.
• The client's name stays on the invoice as well.
• For a valid invoice your own location also needs a VAT number in its billing details.

Make the receipt out to a business

1. Open the finished sale: straight after Complete payment, or from the list under Checkout.
2. Under Receipt, click the three dots next to the receipt and choose Make out to a business.
3. Fill in the Company name and, where needed, the Address, The company's VAT number and The company's reference, for example an order number or cost centre.
4. Read the note that the details stay after this, and check everything carefully.
5. Click Save. The receipt now shows Invoice to, with the company's name.

Print, download or email the invoice like any receipt. Mind that the automatic receipt email already went out when the sale was finished, so before you added the company details. Send the invoice yourself with Email receipt.

Put a mistake right

If something in the billing details is wrong, you can no longer change or remove them. Refund the sale with Issue a credit note on, and make a new sale with the right details.

You need the permission Can checkout purchases for this. You set it under Settings › Team members › Permission roles.

Frequently asked questions